01Workflow context
Start with the job, approved inputs, operating rules, and examples of good work.
Job · inputs · rules→Custom AI Agents
Custom AI agents built around the way your work actually runs.
NORTIQ designs practical AI agents for workflows where teams need better preparation, review, coaching, analysis, routing, drafting, testing, or decision support, without removing human judgment from the work.
02Agent support
Use AI for the preparation, analysis, drafting, routing, or coaching the workflow needs.
Analyze · draft · route→03Human review
Keep approval, escalation, customer impact, and accountable judgment with people.
Review · decide · escalateOperating outputUseful work enters the cadencePrepare · review · act · improve
An agent is only useful if it fits the work.
Most teams do not need a generic AI assistant. They need support inside a specific workflow: the research before a meeting, the review before a decision, the synthesis after an investigation, the draft before a proposal, or the coaching moment before a customer conversation.
NORTIQ builds agents around those moments, with the right context, review rules, escalation path, and operating rhythm. The goal is not to remove people from the work. The goal is to make the work clearer, more consistent, and easier to run.
Workflow agents in real operating environments
Useful agents make expert judgment more scalable.
Across security investigations, lease audits, and revenue execution, NORTIQ installed agent support around structured inputs, review paths, coaching, exceptions, and accountable human decisions.
View the customer storiesCEO estimate of ROI from Security OS.
High-value audits cleared in one week.
Reduction in new-hire ramp time tracked by RevOps.
Increase in rep productivity.
SEE THE OUTPUT
Useful work you can put your hands on.
These illustrative examples show the shape of a deliverable. Your process and source material determine what we build.
Solution outline
- Buyer need
- Prepare consistent account briefs before discovery calls.
- Proposed approach
- Use approved account notes and a shared brief template.
- Confirm before building
- Data access, the reviewer, and what a good brief must include.
Example only · Built around your context
Partner brief
- Shared goal
- Help the buyer connect the workflow to their existing systems.
- Specific ask
- Review data access and join the technical discovery call.
- Agree together
- What can be shared, who owns each task, and the next step.
Example only · Built around your context
Account-fit brief
- Pattern to test
- Our strongest deals have a named owner for the problem.
- Check the evidence
- Compare won and lost deals by problem, trigger, and decision owner.
- Still unknown
- Does this pattern hold outside our existing customer base?
Example only · Built around your context
Example agent patterns.
Make scattered information usable.
Analyze and synthesize
For workflows where people need to make sense of security signals, account research, lease terms, customer history, or market notes. The agent organizes the inputs and surfaces patterns, while the human decides what matters.
Human review: Human review stays accountable for interpretation, customer impact, and next action.
- Security investigation agents
- GTM research agents
- Customer/account research agents
- Contract or lease review support
Help people prepare, inspect, and improve.
Coach and guide
For moments where the team needs better questions, sharper preparation, and a clearer standard for follow-through. The agent helps bring the playbook into the work without taking accountability away from the manager or leader.
Human review: Human review stays accountable for coaching judgment and performance decisions.
- Sales Coach
- Manager Coach
- CRO Coach
- SDR coaching support
- Feedback and review agents
Create a better first draft from real context.
Draft and prepare
For work where a useful draft depends on audience, tone, source material, and business intent. The agent prepares the starting point so people can review, refine, and send with confidence.
Human review: Human review stays accountable for claims, commitments, brand voice, and customer-ready output.
- Proposal builders
- Marketing workflow agents
- Outreach preparation
- Executive briefing agents
Shift review from full manual effort to exception-aware work.
Review and audit
For workflows where teams need consistency, triage, and a clearer view of what needs attention. The agent supports review patterns, but people remain responsible for final calls and edge cases.
Human review: Human review stays accountable for exceptions, risk decisions, and final approval.
- Lease auditing and management agents
- Application testing support
- QA review agents
- CRM setup and data hygiene agents
Keep the work moving through the right path.
Route and manage work
For operating rhythms where tasks stall because ownership, status, or follow-up is unclear. The agent helps route work, structure handoffs, and keep the next step visible.
Human review: Human review stays accountable for priorities, tradeoffs, and escalation decisions.
- Project management agents
- Implementation checklist agents
- Workflow triage agents
Support builders without hiding the judgment.
Build and support execution
For implementation work where context, requirements, testing, and review need to stay connected. The agent can help organize the work, but the team still owns quality and direction.
Human review: Human review stays accountable for architecture, quality, release decisions, and user impact.
- Web development support agents
- Application development support agents
- Internal process copilots
What NORTIQ builds into an agent.
The build work is less about the model and more about the operating context around it. A useful agent needs to know the work it supports, the standard it should follow, and when a person needs to step in.
That is why NORTIQ defines the review points, examples of good output, escalation rules, and adoption path before the agent becomes part of the team’s rhythm.
NORTIQWorkflow Agent
01business context
02workflow steps
03decision rules
04human review points
05brand or operating language
06examples of good output
07escalation rules
08adoption path
09measurement approach
When an agent is worth building.
Strong fit
- the workflow repeats
- inputs are available
- the output is reviewed or reused
- the work is slow, inconsistent, or overly manual
- human judgment still matters
- the result can enter an operating cadence
- the team can name what should change
Not ready yet
- workflow is unclear
- no owner exists
- sensitive data requirements are unresolved
- the process is broken and needs redesign first
- no one will use the output
- the risk is too high without human review
Which path fits the workflow?
Custom agents are one possible answer. The better first move depends on whether the work is clear, whether review is defined, and whether the output can enter a real operating rhythm.
The workflow is still unclear
Start with an AI Workflow Audit so the team maps inputs, handoffs, decisions, review points, and first-use-case fit.
Book an AI Workflow AuditThe workflow is ready for an agent
Use the custom agents guide to see how a useful agent is designed around job, inputs, rules, output, review, cadence, and measurement.
Read the custom agents guideYou want proof from real work
Look at customer stories where NORTIQ installed operating systems, workflow agents, revenue rhythm, or human-in-the-loop AI support.
View Customer StoriesHow the engagement usually starts.
Most agent work should start by mapping the workflow. The audit clarifies where AI belongs, what should stay human, and which agent is worth building first.
Have a workflow that feels too manual, inconsistent, or dependent on one person?
Start by mapping the work, then decide whether an agent, workflow change, or operating rhythm should come first.