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Approach

Teach the system once. Keep the meaning current everywhere.

Activity Schema and a shared operating record connect customer decisions, source evidence, definitions, work, review, and change history so the same meaning can support the next report, investigation, workflow, and AI task.

ONE SHAPE, MANY QUESTIONS
customer_idWho
activityWhat happened
tsWhen
feature_1 … nDetails of that activity
ANSWERS, WITHOUT NEW MODELLING
First ever purchaseLast touch before churnCount between two eventsAggregate in a window
01 / Why a grammar matters

Bespoke models are why the second question costs as much as the first.

01

Without one

Every new question means a new join, a new model, new assumptions, and a new place for the definition to drift.

02

With one

The events are already in a shape that answers temporal questions. Most new questions are a configuration, not a project.

03

The compounding part

Definitions, decisions, and evidence accumulate against the same shape, so the system genuinely gets more useful.

02 / Why the data design matters

Why data design makes Poly so powerful.

Text-to-SQL can jump from a question to unfamiliar tables and produce an answer that looks plausible. Poly works through a constrained path of business objects your team can inspect.

Each step is named, contained, and human-understandable—so Poly can show its work, stop at uncertainty, and reuse logic that has already been approved.

Text-to-SQLQuestion → generated query → answerThe business meaning is often buried inside the query.
PolyQuestion → clear, governed steps → answerEvery layer can be inspected before the answer is trusted.
  1. 01

    AI

    Starts with the business question

    Poly identifies the output and the decision it needs to support.
    Goal is explicit
  2. 02
    Reports

    Reads logic people already review

    The existing report shows which result, filters, and business interpretation matter.
    Use is visible
  3. 03
    Metrics Dimensions

    Resolves the governed concepts

    Metrics name what is calculated. Dimensions name how the answer may be grouped or constrained.
    Meaning is named
  4. 04
    Datasets

    Uses tables assembled for the job

    Poly works from a bounded analytical dataset instead of roaming across the warehouse.
    Scope is contained
  5. 05
    Activity

    Connects everything to a reusable business event

    An Activity records what happened, to whom or what, when, under which dimensions, and according to which approved definition.
    Building block is reusable
  6. 06

    Source query

    Builds each block with small, inspectable logic

    A focused query translates source-specific records into the Activity instead of hiding meaning in one enormous generated query.
    Logic is reviewable
  7. 07

    Source table

    Tracks the data underneath for changes

    Schema, freshness, and source behavior are monitored so affected definitions and outputs can be found.
    Changes are traceable
03 / The operating method

How work actually moves each week.

Capture
Tasks, not tickets

A task states what is being answered, for whom, and what would make it acceptable. Poly can create one when it cannot finish.

Prioritise
The weekly meeting

The backlog is reordered with you against the current business priority — not against a fixed statement of work.

Deliver
Poly, agents, and the expert
Poly answers and orchestratesDeep Work executesThe expert reviews and completes
Record
Decisions become reusable

What was decided and why goes into Knowledge, so the next piece of work inherits it instead of re-litigating it.

Seen in the product

The grammar, in the product.

Three screens showing the shape and what gets reused from it.

X01ACTIVITIES
Northlane activity definition
One business event, modelled once
The Activity record itself — the thing everything else on this page reuses.
X02DATASETS · METRICS
Northlane shared activity building block
What gets reused from it
A dataset, a metric, a dimension, and a cohort all resolving to the same underlying event.
X03TASKS · KNOWLEDGE
Northlane decision outcome
The method, as an object
What was asked, what was decided, and what the next piece of work inherits.
04 / What stays yours

A method, not a lock-in.

Warehouse
System of record

Business data, processing, transformations, and queries execute in your warehouse.

Definitions
Yours, named and owned

Every definition has your owner, your approval, and a review date. It is documented business logic, not a black box.

Coexistence
Useful tools remain
Consolidation may later be warranted by evidence. It is never a prerequisite to begin.
Next step

Bring a question you have asked three different ways.

If the same question keeps getting rebuilt, the grammar is the problem.

Book a working session

Working session

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

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