From Free Text to Action: Secure AI Triage with Snowflake Cortex AI and Hex

The most important signals for your business often hide in unstructured text—support tickets, customer reviews, survey comments, sales notes and field reports that nobody reads closely. Leveraging AI to analyze that text often means sending sensitive data outside your security perimeter to an outside vendor.

Clipboard Health took a different route. Buried in thousands of free-text feedback notes were few but critical high-risk issues that failed to reach review teams that could take action on them. Leveraging Snowflake Cortex AI and Hex, Clipboard Health teams built an AI triage app to flag potential issues, send them to a human reviewer and create a downstream Zendesk ticket. Sensitive data remains inside their secure Snowflake perimeter while business-critical insights reach the right teams at the right time.

Join Clipboard Health, Snowflake and Hex for a live webinar and demo on using Cortex AI inside Hex to securely analyze unstructured text and flag business and safety risks.

Alex Ostojic, Senior Data Engineer at Clipboard Health, will demo their app and walk through:
 

• How their team built a triage workflow on Hex and Snowflake

• The prompt design that keeps incident detection in unstructured text reliable

• How they choose Cortex models to balance cost and performance

• How human-in-the-loop review turns a flagged note into a Zendesk ticket