Topline Pro

Challenge

At Topline Pro, accessing data had become a bottleneck. The operations team was the only one who knew how to build in Tableau, which meant every request, big or small, flowed through them.

That created a backlog of competing priorities:

- Business users were blocked from exploring data on their own.

- Engineers and PMs searched for insights in silos, without full context.

- The Ops team was overwhelmed with urgent requests, leaving little time for deeper analysis.

“We were constantly the blocker. Different teams needed different answers from data, but it was impossible to handle every request. We needed a way to enable them without increasing our workload.” - Audrey Arocha, Senior Operations Analyst

To help stakeholders answer their questions, Topline Pro needed a more flexible solution that would let them expand access to data, speed up analysis, and empower teams across the company.

Solution

Topline Pro adopted Hex to give teams a more interactive, self-serve way to explore data. What they didn’t expect was how transformative Hex’s Notebook Agent would be in expanding the surface area of what teams across Engineering, Product, and Ops could do with that data.

Empowering PMs to take control of ad hoc analyses

For PMs at Topline Pro, quickly validating hypotheses is critical to shaping product decisions. Many were comfortable writing SQL, but lacked confidence navigating the schema or writing advanced queries. They often relied on Ops to help them double check results or run deeper investigations.

“In the past, investigating an open-ended issue plaguing our business involved a ticket for a data analyst, many hours of collaboration, and days of turnaround time," — Will Ezekowitz a Senior Product Manager

One such issue was spam bookings — fake service requests that flooded Topline Pro’s customers and created frustration for legitimate business owners. Working alongside the Notebook Agent, Will was able to search across data sources, identify the right tables, and run an analysis — all within minutes.

“It feels like I’m working with my own brilliant data analyst. It can process insights in minutes, and suggests its own conclusions. Having used the Notebook Agent, I can't imagine how I could go back" — Will Ezekowitz a Senior Product Manager

Instead of waiting on Ops, Will and his team can now discover the answers they need and iterate on product ideas faster.

Faster ML building for the Ops team

For Audrey Arocha, Senior Operations Analyst on the Ops team, deeper analysis often meant hours of setup before any real work could begin. When she started exploring patterns in Google Business Profile verifications for customer health, she expected days of manual set-up and coding.

Instead, the Notebook Agent handled the initial scaffolding in minutes, freeing Audrey to focus on experimentation and testing hypotheses.

“The bulk of the work was done for me. What would’ve taken days of coding to stand up, I spent instead experimenting with features." — Audrey Arocha, Senior Operations Analyst

Not only was the generated code faster to produce, it was cleaner and more flexible than what she could have built manually, making it easy for teammates to extend the work and run their own tests.

Agent-powered data discovery for engineers

For engineers, debugging issues often meant diving into data across multiple systems and tables. Without full context on how everything connected, they were forced to lean on the Ops team for help or wait for a ticket to be prioritized.

“I knew the information I wanted, but didn't know how to write the necessary queries off the top of my head." — Nate Almeida, Staff Software Engineer

Now, when engineers investigate an issue, the Notebook Agent surfaces relevant tables, maps relationships, and generates starter queries, so they can skip schema spelunking and focus on fixing.

“With a five-sentence prompt, the Notebook Agent was able to build an analysis in 10 minutes that would have taken me hours." — Nate Almeida, Staff Software Engineer

The Impact

With Hex and the Notebook Agent, Topline Pro has become a more data-capable company. Access to insights has expanded beyond the Ops team, and more people across the org are empowered to explore and act on data independently.

The results speak for themselves:

- Days to hours: ML models that once took days to stand up now happen in hours.

- Fewer tickets: Engineers and PMs self-serve answers instead of waiting in queues.

- More people using data: Data accessibility among employees has expanded from 7% to 45% — and continues to grow.

With Hex, PMs and engineers now take questions end-to-end, diagnosing issues the same day. While the Ops team has shifted from ticket triage to strategic analysis. Hex hasn’t just saved time, it’s changed Topline Pro’s approach to working with data.

“There’s a general excitement here. Because of Hex, data has become more accessible. People can finally dig into the data and answer questions themselves. That’s a huge win.” — Audrey, Senior Ops Analyst