01
Monitoring
Watch selected records and systems for changes that need attention.
Work with AI
Path feature guide
Delegate the work that should not wait for a person.
Run scheduled or event-driven AI work with scoped business context and reviewable results.
Product screenExample data
Northstar GroupAMAutomations
Automations
List CreateWeekly operations brief
AgentPortfolio monitor
Every Mon at 8:00 AM · 2 hours ago
Every Mon at 8:00 AM
Next run scheduled
2 hours agoSync new customers
Client Portal
Every 15 minutes · 12 minutes ago
Every 15 minutes
Next run scheduled
12 minutes agoOpen task follow-up
AgentField Operations
Weekdays at 4:30 PM · Yesterday
Weekdays at 4:30 PM
Next run scheduled
Yesterday
What this makes possible
Start with the work, then shape the system.
02
Recurring briefs
Prepare operational, customer, portfolio, or market updates on a cadence.
03
Follow-up
Collect context, draft the next action, and route exceptions to the right owner.
How to approach it
A practical starting path.
The exact implementation depends on your data, permissions, operating model, and connected systems.
- 01
Choose a repeatable job
Start with work that has a clear trigger, inputs, output, and owner.
- 02
Scope the context
Give the agent only the records, integrations, and permissions it needs.
- 03
Review every run
Make results, exceptions, source links, and consequential actions visible.
Keep exploring
Related systems and capabilities.
Build your version.
Start with one useful workflow, then connect the rest as the system proves itself.