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Trusted analytics and automation for every team

Give every team AI that finishes the data work.

Investigate what changed. Fix broken data. Build the report. Turn the result into a workflow or automation.

Bring one important problem. We will define the smallest trustworthy result and decide candidly whether Polyform should own it.

A complete platform that works with your warehouse, business context kept current, and a dedicated data expert who meets with you every week.

ASK POLY Why did customer retention drop last month? Find the cause and update our weekly report.
What it can use
Warehouse source Transformation Retention report Run history Workflow
Business context
Approved retention definition Customer activity Approved access Prior decision
When judgment is needed
What makes a customer reactivated? Task OWNERDedicated expert
EXPLAINED
Cause, with evidence
UPDATED
Weekly report
RUNNING
Customer follow-up workflow
Finished workWhat your team receives Business ruleWhat your expert keeps current

Trusted with important data work by teams at

Adweek AllWhere Levi's Tealium Sift MyBundle TV Match Canix Samplify Alan Urban Plates NOCD MT.com RealSelf Beyond Yoga Baker Ross

See POLY carry the work through

One question. A working data system. A human owner when judgment matters.

Watch POLY turn an ecommerce question into a governed foundation, decisions, Tasks, and Workflows—and stop before it guesses.

Watch the 43-second overview Series A example · Ecommerce · 0:43
POLY ready to receive a request in the Polyform product POLY in action
POLY in action · 0:43

From one question to work people can trust.

POLY can do the data work across a governed system. When the work needs business judgment, it becomes an accountable Task instead of a guess.

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01 / Why we exist

AI is powerful. You may be hitting the limits of what it can finish alone.

Many teams already use Claude or another capable AI and connect their tools with MCP. The model can reason, and the connections can expose data. But when audience context and business knowledge are fragmented across systems, the job still comes back to a person—to reconcile meaning, verify the answer, and finish the workflow.

See where AI stops
Already working Powerful AI and useful connections
  • Claude or a coding agent
  • MCP connections
  • Your warehouse and business tools
The job still needs A system around the model
  • Shared audience context
  • Evidence and validation
  • An owner who finishes the result
02 / What dependable AI requires

What AI needs to finish the data work.

Polyform combines a complete platform, business context kept current, and a dedicated data expert. Poly and its agents do the work; your expert meets with you every week and steps in when judgment is needed.

01

A complete system

Poly and its agents can inspect the source data, change the model, update the report, run the workflow, and check the result.

Source data Clean and combine Customer data Explore customers Report Run pipeline Workflow Delivered file
02

Maintained business context

Your team explains how the business works. Your expert turns that knowledge into approved definitions, models, rules, and decisions the AI can reuse.

MAINTAINED RECORDSTATE
Active-customer definitionAPPROVED
What counts as customer activityCURRENT
Keep more small-business customersCURRENT
Revenue team accessAPPROVED
Decision — exclude trial accountsRECORDED 12 AUG
03

A dedicated expert

When a decision needs human judgment, your expert works through it with you and records the approved decision for future work.

AI finds an unclear rule
NEEDS JUDGMENTThe reactivation window is not defined
Set the reactivation windowOWNER · DEDICATED EXPERT
APPROVED WITH CUSTOMERCount a customer as reactivated after 45 days away
Decision saved · result checked
Ask directly
Your team can ask for the result.
See the proof
Definitions and evidence stay attached.
Get unstuck
Your expert finishes blocked work.
03 / One question, all the way to action

See how one question becomes finished work.

The request moves from the report your team sees to the data underneath, through repair and expert review, and back as work your team can use.

What the team received Verified finished work
AnswerMore new customers bought once; existing customers kept returning
EvidenceCustomer activity, approved retention definition, latest data runs
Changed workLate order data refreshed and the weekly report updated
ActionCustomer follow-up workflow running
OwnerDedicated expert
01The report people see
IN USE
02Definitions and access
RETRIEVED
APPROVED DEFINITION
A retained customer bought in the last 90 days. Trial accounts do not count.
APPROVED ACCESS
Revenue team can read commerce data and update reports
03Source data and calculation
INSPECTED
Customer activity Customer source data Retention calculation One row per customer
04Data checks and recent runs
1 FAILED
Commerce order data2 DAYS LATE
Duplicate customer checkPASSED
Latest data run04:12 · 18 AUG
05Repair and expert review
EXPERT REVIEW
Late order data refreshed. Report rerun and checked.
NEEDS JUDGMENT
The reactivation window is not defined.
Set the reactivation windowOWNER · DEDICATED EXPERT
DECISION RECORDEDA customer is reactivated after 45 days away
The result is checked against the approved rule
06Returned as finished work
VERIFIED
UPDATED
Weekly operating report
DELIVERED
Board-ready summary
RUNNING
Customer follow-up workflow
04 / Accumulated context

The next question should not start from zero.

Definitions, decisions, and evidence remain in Polyform, so the next request starts with what your company has already learned.

MEETING DECISION
Exclude trial accounts · 12 Aug
TASK HISTORY
3 resolved · 1 open
EVIDENCE
Commerce orders · CRM accounts
Definition record

Active customer

At least one purchase in the trailing 90 days, excluding trial accounts.

OwnerRevenue operations
StatusAPPROVED
Next review01 Nov 2026
Weekly operating report
Retention investigation
Board presentation
Customer-success workflow
If your expert changes, the next person continues from the same definitions, decisions, evidence, and work history.
05 / Your first result

Start with the question your team already needs answered.

The question
Which number should leadership trust?
First result

A signed-off operating report with shared definitions and a clear owner.

Weekly operating reportSIGNED OFF
Definitions4 approved
FreshnessCURRENT
OwnerRevenue operations
The question
Which customers are staying, leaving, growing, or ready for the next action?
First result

A trusted customer view that shows which groups are staying, leaving, and ready for the next action.

One customer viewCONNECTED
Sources joinedCommerce · CRM · Support
Customers grouped byFirst purchase month
Delivered toCRM · Report · Workflow
The question
Which recurring cases need attention, and what should happen next?
First result

A monitored workflow that identifies the right cases, takes the approved action, and makes failures visible.

Late-order workflowRUNNING
Starts whenAn order misses its promised date
Latest run14 cases · 0 failures
If it failsSENT TO THE OWNER
The question
Did the AI finish the job correctly?
First result

A monitored AI workflow that checks completed work, sends risky cases for human review, and connects performance to a business result.

AI workflow reviewMONITORED
Completed workChecked against the expected result
Human reviewRisky cases held for approval
On failureSENT TO A NAMED OWNER
06 / Two entry paths

Build the capability you are missing. Strengthen the one you have.

Build

Your first reliable data capability

Begin dependable data work without hiring a team first.

Product analyticsSpreadsheetsOne-off queries
Useful tools, but no one owns the full result
Polyform supplies the missing system and owner
Strengthen

An existing data function

Your team, warehouse, and useful tools stay exactly where they are.

Data teamWarehouseReporting · pipelines
Kept in place
Polyform takes responsibility for one important result
07 / Named proof

What customers can do when someone owns the whole result.

Adweek

From siloed audience data to Audience 360

Webinars Events Subscriptions Website
RESOLVED
One person-level audience view
Audience quality became visible to internal teams and clients, with Polyform operating as an extension of the team.
Read the Adweek story
AllWhere

From manual reconciliation to trusted operations reporting

Order-level data Asset-level data Rebuilt by hand each morning
AUTOMATED
Dependable on-time delivery report
Order and asset data came together for the first time, and the operations team got a dependable view of on-time delivery.
Read the AllWhere story
08 / Fit

Fit follows the problem, not the company stage.

A startup before its first data hire and an established team can be a fit for the same reason: one important result crosses systems, depends on context, and lacks an end-to-end owner.

A strong first problem has five signals
  1. 01A consequential outcome

    A question, audience decision, report, or workflow affects what the team does next.

  2. 02Context is fragmented

    Audience context and business knowledge are split across the warehouse, CRM, product, advertising, or other systems.

  3. 03AI gets partway

    Claude or MCP gets partway, but validation or production follow-through returns to the team.

  4. 04It must stay trusted

    The result needs to be repeated, maintained, and repaired—not merely produced once.

  5. 05Someone can own it with us

    A leader can work weekly with a dedicated expert around the result.

STRONG FITOne bounded problem worth owning

Probably not a fit: a cosmetic dashboard change, an exploratory AI demo, isolated tickets, or a result your current team already owns end to end.

09 / Where the engagement begins

Bring one important question, report, pipeline, or automation.

We will define the smallest trustworthy result, the systems and people involved, and whether Polyform should own the path behind it.

Book a working session
The completed path
QuestionWhy did customer retention drop last month?
EvidenceCustomer activity and the approved retention definition checked
Validated resultCause explained and the weekly report updated
ActionCustomer follow-up workflow running
ACCOUNTABLE EXPERTA dedicated expert keeps the path correct as data and decisions change

Working session

Start with one important problem

  1. 1Email
  2. 2Your reason
  3. 3Pick a time

Step 1 of 3

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