Claude
Sonnet 4.5
1IdentityAuthorize
2RuntimeExecute + redact
3PolicyBlock
4ApprovalHuman in the loop
5DeliverSummary + email
James

Pull GreenGrid's account health from Snowflake and flag any renewal risk.

Claude

On it. I'll query your Snowflake warehouse through Arcade.

snowflake.query.run calling
Phase 1 · Authorization
Delegated user authorization.
Enforced where James's data access and the agent's grant overlap. Arcade brokers a scoped token that stays separate from the model.
ArcadeArcadeAuthorizationOAuth 2.0
User · JamesSigned in via Ping
read ✓
Agent · ClaudeQuery as James
consent neededauthorized ✓
Continue with Snowflake
Authorized via Snowflake. Arcade issues a scoped token to the agent, separate from the model.
Phase 2 · PII redaction
Redacted before the model sees it.
The warehouse returns full rows. Arcade strips addresses and phone numbers in the runtime, before they reach the model. The source is untouched.
ArcadeArcadeRuntime · response4 fields redacted
snowflake.query.run → GreenGrid account health
Usage ↓ 32% QoQ · Renewal 42 days · Health 48
Ana ReyesAddr 1420 Beacon St, BostonPhone (555) 018-2245
Dev MalhotraAddr 88 King St, AustinPhone (555) 073-9910
Claude

GreenGrid's usage is sliding and its renewal is at risk. Addresses and phone numbers came back redacted, so I worked from the masked record.

James

Drop that account export in the #deal-team Slack channel.

Phase 3 · Blocked
Not every action runs.
The export holds customer data, and #deal-team has external guests. Arcade blocks the upload at execution, before anything leaves.
ArcadeArcadePolicy · DLPDenied
slack.files.upload
channel: #deal-team  (has external guests)
Blocked by policyData-loss rule · customer data, shared channel
Claude

I can't upload that. #deal-team has external guests and the export holds customer data, so your data-loss policy blocks it.

James

GreenGrid's renewal is at risk. Apply a 25% retention discount.

Phase 4 · Human in the loop
High-impact actions pause for a human.
A discount over the threshold needs a manager's sign-off. The session holds, someone approves out of band, and the agent resumes.
ArcadeArcadeApproval · deal deskHeld
deal.discount.apply
GreenGrid renewal · 25%  (over 15% threshold)
Awaiting human approvalDiscount over the 15% threshold · deal desk notified
Approved by M. Chen · resumedAgent continues from the paused call
Claude

Done. A 25% renewal discount is applied to GreenGrid.

James

Wrap it up. Draft the account summary and action plan, and send it to the internal account team.

Claude

Account summary and action plan for GreenGrid:

SummaryUsage is down this quarter and the renewal was at risk. A 25% retention discount is approved, so the renewal is back on track.
Action plan
  1. Send the renewal quote at the approved discount
  2. Book an executive check-in
  3. Monitor usage weekly
outlook.mail.send → account team
Phase 5 · Delivered
Context-aware policies.
Sharing to outsiders was just blocked. This stays inside the account team, so it's within policy and runs.
ArcadeArcadePolicy · accessAllowed
outlook.mail.send
to: account-team@firstmeridian.com  (internal)
Sent to the account teamInternal recipients · within policy
Claude

Done. The summary and action plan are with the account team. Every step ran under James's identity and is in the audit trail.

See Arcade in action.

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Arcade audit Every action is captured in the audit trail.
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