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Product Overview

Give AI the complete system behind the result.

A result rarely begins and ends in one screen. When the pieces separate, teams rebuild context every time and nobody can explain or maintain the answer.

Product outcomesWhat your team uses Maintained conceptsWhat your expert keeps trustworthy
PERMISSION ENVELOPE · REVENUE TEAM POLY SUPERVISING · 1 DEEP WORK AGENT
Warehouse sourceINSPECTED
Transformation and test RE-RUN
Approved retention definition RETRIEVED
Report investigation EXPLAINED
Changed dataset UPDATED
ValidationPASSED
Reviewed workflow DELIVERED

See POLY carry the full loop

See the complete system in 82 seconds.

From dashboards and customer journeys to shared definitions, tasks, artifacts, and controlled workflows—see when POLY can finish the work, and when it hands judgment to a person.

Watch the 82-second product overview Product tour · Ecommerce example · 1:22
POLY beside the message that useful AI has to finish the loop The complete loop
POLY product overview · 1:22

From the dashboard to action—and back into shared knowledge.

POLY can investigate, build, deliver, automate, and learn across one governed system. When the work needs more context or judgment, the system makes that boundary visible.

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01 / Continuity

One shared foundation for the work that follows.

Your warehouse stays the system of record. Polyform keeps the meaning around it attached, so the result does not lose its definition at each handoff.

Stays in your warehouse
Business data
Processing and transformations
Warehouse queries
The connecting record

Approved retention definition

Named, owned, reviewed — and attached to everything built on it.

Stays attached to it
Report and investigation
Source evidence and lineage
Production run state
Task and decision history
Operating workflow
02 / Who operates the path

Agents carry the work. A person owns the judgment.

You stay the business authority. The platform is how your knowledge — and the work behind it — stays usable.

The customer
Business authority
Weekly prioritiesApproval of definitionsDomain truthAcceptance conditions
The dedicated expert
Context and judgment
Builds the context layerOwns blocked workReviews consequential changesRecords reusable knowledge
Poly and Deep Work
Supervisor and execution
Research and codeAnalyze and modelCreate permitted objectsValidate and deliverInside the user's permissions
When it cannot finish
A visible task
Missing context or consequential judgment becomes a task owned by the expert — not a plausible guess.
The decision is recorded to Knowledge. Work resumes, and the next job inherits the answer.
03 / The surfaces, by job

One path, different kinds of work.

The same definition and the same work record run through all five. One artifact, one permitted AI action, each.

01

Build and maintain the foundation

ARTIFACT
Customer activity model · commerce orders
PERMITTED AI ACTION
Update a dataset and re-run its tests
02

Understand and decide

Ask Poly inside a Northlane report
PERMITTED AI ACTION
Explain a report against its evidence
03

Execute and deliver

ARTIFACT
Work record · 6 steps · 2 objects changed
PERMITTED AI ACTION
Validate a repair before delivery
04

Run and automate

ARTIFACT
Reactivation workflow · last run 14 cases
PERMITTED AI ACTION
Create a workflow from approved logic
05

Review and repair

OPEN
Freshness check failed · commerce orders
PERMITTED AI ACTION
Inspect a run and propose the repair
04 / Coexistence

Start where your current process breaks.

Existing warehouses, internal teams, and specialist tools stay when they are useful. Poly and its agents inherit the authorizing user's boundary. Consolidation may later be warranted by evidence — it is not a prerequisite.

YOUR STACK TODAY POLYFORM OWNS ONE PATH
Warehouse Internal data team BI tool Orchestration CDP Specialist ML tools
ALL RETAINED
THE ONE BROKEN HANDOFF POLYFORM TAKES
The weekly retention report nobody can explain, and the reactivation action that never happens.
Definition owned Evidence traceable Repair has an owner
05 / Go deeper

Explore the part of the path you need.

Data FoundationWarehouse-resident processing, lineage, and repair Dedicated ExpertThe weekly commitment, continuity, and commercial boundary ApproachActivity Schema, tasks, and reusable business meaning Business Context for AIKnowledge, meetings, tasks, permissions, and how Poly learns AI That Does the WorkPoly, Deep Work agents, validation, artifacts, and delivery Reports · Journeys · WorkflowsThe relevant finished result ExamplesCompleted prior work PricingThe commercial model
Seen in the product

The five jobs, in the actual product.

One request travelling the whole path. Each frame below is the real screen the work happens on.

P01POLY · ASK POLY
Ask Poly using Northlane context
A stakeholder asks in business language
Poly understands the request, names the context it retrieved, and starts one or more Deep Work agents — no terminal, no prompt engineering.
P02ACTIVITIES · TRANSFORMATIONS
Northlane activity and transformation
A business event, modelled once
The Activity behind retention, traced to source and reused by every dataset, metric, report, and workflow built on it.
P03REPORTS
Northlane metric inspector
The answer, with its meaning attached
The number, the approved definition it uses, and the path back to source — in one screen.
P04DEEP WORK
Northlane Deep Work run
The work the agent actually did
An ordered, inspectable record of every step, every object changed, and the validation that passed before delivery.
P05WORKFLOWS
Northlane workflow runs
The answer became a recurring action
Runs, cases actioned, cases held for review, and who owns the ones that failed.
Platform and administration

The part procurement asks about.

AI capabilities apply across every layer of the stack — and so do the controls around them.

Permissions
Users, teams, and object sharing
Roles determine capabilities; teams and object sharing determine which building blocks a person reaches. Agents inherit exactly that.
Secrets
Credential management
Connection credentials are held encrypted and managed centrally rather than pasted into scripts.
Limits
Processing controls
Set processing limits so a heavy job cannot quietly consume the capacity everything else depends on.
Calendar
Custom operating calendar
Fiscal periods, business days, and reporting weeks defined once, so every metric agrees about what "last month" means.
Everywhere
AI across every layer
The same AI capability is available from the source path through modelling, reporting, cohorts, and workflows — not bolted onto one surface.
06 / Where to start

Bring the handoff that keeps breaking.

The report that cannot be explained. The definition that does not travel. The exception that stays manual.

Book a working session
ONE BROKEN HANDOFF, CONNECTED
Report nobody can explain
Definition named and owned
Evidence traceable to source
Reviewed, operating resultMAINTAINED

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