Operations
Rules that hold. A system that notices.
Defining your business is half the platform. The other half runs it: workflow rules that automate and gate the work, monitoring that flags what stalls, and a single graph where every action lands — no matter who, or what, performed it.
Rules that hold — even when the AI is the one acting.
Workflow rules automate stage moves and put approval gates in the path. The gates are part of the platform, not the interface, so they hold for everyone acting on a record: a teammate, the API, or Nomi. If a move needs sign-off, nothing advances without it.
Meridian rollout: Negotiation → Closed won
held · approval required — finance
The system notices before you do.
Work that stops moving gets flagged: stalled deals, deadlines about to slip. The watching runs in the background, so the system of record is also the system that follows up.
flagged Halcyon renewal — stalled in Negotiation
flagged WO-1042 — past its service window
flagged Walker v. Meridian — filing due in 3 days
One graph, not a pile of tables.
Every record links into a single connected graph, with hierarchy for the things that nest and full-text search across all of it. Data comes in by CSV with column mapping and per-row error reporting, and it leaves as CSV or PDF. It stays yours.
And inside all of it works an operator: Nomi acts through the same operations you do, inside the same rules.
Meet NomiOpening soon