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Contexta

Example Workflowsfor Every Team.

See how skills link into whole processes, from sales and marketing to finance and people. Build your own, or talk to us about workflows built for you.

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What a Workflow Is

A Run of Job Cards, Start to Finish.

A skill is the job card for one task. A workflow links several of them into the way a whole process runs. At each step, Contexta gives your AI the skill, company context and knowledge it needs through MCP, and your AI does the work in your apps through its own connectors.

Contexta

Contexta, through MCP. Each step gets its skill, company context and knowledge base, fetched fresh when it starts.

Trigger

A New Lead Comes In

From your website, inbox or CRM.

Lead Qualifier Skill

Qualify the Lead

Scores each lead and recommends go or no‑go.

Ideal Customer ProfileQualification Criteria
Proposal Generator Skill

Write the Proposal

Creates the proposal with current pricing.

Service OfferingPricing Guidelines

Approval

You Approve

Nothing goes out until a person has checked it.

Your apps, through your AI’s own connectors. The CRM is updated and the proposal saved, with your logins and permissions.

  • CRM
  • SharePoint
  • Email
After each run, what worked goes back into your knowledge base, so the next run starts better.

Example Workflow

Sales: From First Lead to Signed Contract.

Starts when: A new lead comes in

  1. 1

    Lead Qualifier Skill

    Scores each lead and recommends go or no‑go.

    Context
    Ideal Customer Profile
    Knowledge
    Qualification Criteria
    Apps
    CRM
  2. 2

    Client Research Skill

    Builds a brief on the company and its people.

    Context
    Service Offering
    Knowledge
    Case Studies
    Apps
    CRMLinkedIn
  3. 3

    Meeting Prep Skill

    Writes the meeting brief and talking points.

    Context
    Client Meeting Notes
    Knowledge
    Discovery Questions
    Apps
    OutlookCRM
  4. 4

    Proposal Generator Skill

    Creates the proposal with current pricing.

    ✓ You review before it’s sent

    Context
    Service Offering
    Knowledge
    Pricing Guidelines
    Also Uses
    Brand Voice Skill
    Apps
    SharePoint
  5. 5

    Contract Assembler Skill

    Assembles the SOW and contract from templates.

    ✓ Signed off before it goes out

    Context
    Standard Terms
    Knowledge
    SOW Templates
    Apps
    DocuSign

Apps Your AI Connects To

CRMLinkedInOutlookSharePointDocuSignThrough your own AI’s connectors. Contexta doesn’t connect to these apps itself.

Ends with: A signed contract and an up-to-date CRM

Example Workflow

Marketing: From Plan to Published.

Starts when: The month’s content plan starts

  1. 1

    Campaign Planner Skill

    Plans each month’s campaigns and content.

    Context
    Brand Positioning
    Knowledge
    Marketing Plan Template
    Apps
    Project Tracker
  2. 2

    Content Writer Skill

    Drafts posts, emails and articles for the month.

    Context
    Target Audience
    Knowledge
    Messaging Guide
    Also Uses
    Brand Voice Skill
    Apps
    SharePoint
  3. 3

    SEO Optimiser Skill

    Checks keywords and headings before publishing.

    Context
    Service Offering
    Knowledge
    Keyword Plan Template
    Apps
    Website CMS
  4. 4

    Newsletter Builder Skill

    Builds the newsletter and picks the audience.

    ✓ You approve before it’s sent

    Context
    Customer Segments
    Knowledge
    Newsletter Template
    Also Uses
    Brand Voice Skill
    Apps
    Marketing Automation Platform
  5. 5

    Performance Report Skill

    Shows what worked and what to change next.

    Context
    Company Goals
    Knowledge
    KPI Targets
    Apps
    Analytics

Apps Your AI Connects To

Project TrackerSharePointWebsite CMSMarketing Automation PlatformAnalyticsThrough your own AI’s connectors. Contexta doesn’t connect to these apps itself.

Ends with: On-brand content, published on schedule

Example Workflow

Finance: Weekly and at Month-End.

Starts when: Every week and every month-end

  1. 1

    Bank Reconciliation Skill

    Matches bank lines to invoices and bills.

    Context
    Financial Rules
    Knowledge
    Chart of Accounts
    Apps
    Xero
  2. 2

    Invoice Run Skill

    Works out what’s due and prepares the invoices.

    ✓ You approve every invoice

    Context
    Billing Rules
    Knowledge
    Payment Schedules
    Apps
    Xero
  3. 3

    Receivables Chaser Skill

    Drafts the right reminder for each customer.

    ✓ Nothing is sent without you

    Context
    Customer Accounts
    Knowledge
    Reminder Templates
    Also Uses
    Brand Voice Skill
    Apps
    Outlook
  4. 4

    Cash Position Skill

    Builds a six-week view of money in and out.

    Context
    Financial Rules
    Knowledge
    Payroll and Tax Dates
    Apps
    Xero
  5. 5

    Monthly Review Skill

    Pulls the numbers into the monthly pack.

    Context
    Company Goals
    Knowledge
    Budget and Targets
    Apps
    XeroCRM

Apps Your AI Connects To

XeroOutlookCRMThrough your own AI’s connectors. Contexta doesn’t connect to these apps itself.

Ends with: A clear view of cash, without the spreadsheet chase

Example Workflow

People: From Job Ad to Day One.

Starts when: A new role is approved

  1. 1

    Job Description Skill

    Writes the role description in your format.

    Context
    Company Values
    Knowledge
    Role Templates
    Apps
    HR System
  2. 2

    Interview Pack Skill

    Builds questions and a scoring guide for the role.

    Context
    Hiring Process
    Knowledge
    Interview Guide
    Apps
    Outlook
  3. 3

    Offer Letter Skill

    Drafts the offer from templates and pay bands.

    ✓ HR signs off before it’s sent

    Context
    Employment Policies
    Knowledge
    Pay Bands
    Apps
    DocuSign
  4. 4

    Onboarding Plan Skill

    Creates the first-90-days plan and checklist.

    Context
    Ways of Working
    Knowledge
    Onboarding SOP
    Apps
    HR System
  5. 5

    Policy Q&A Skill

    Answers staff questions from your policies.

    Context
    Company Overview
    Knowledge
    Staff Handbook
    Apps
    Teams

Apps Your AI Connects To

HR SystemOutlookDocuSignTeamsThrough your own AI’s connectors. Contexta doesn’t connect to these apps itself.

Ends with: A new starter who’s ready on day one

Example Workflow

Customer Support: From Question to Resolved.

Starts when: A customer gets in touch

  1. 1

    Ticket Triage Skill

    Sorts and prioritises every incoming request.

    Context
    Service Levels
    Knowledge
    Support Categories
    Apps
    Help Desk
  2. 2

    Answer Drafter Skill

    Drafts the reply from your help articles.

    ✓ An agent reviews before sending

    Context
    Customer History
    Knowledge
    Help Articles
    Also Uses
    Brand Voice Skill
    Apps
    Help Desk
  3. 3

    Escalation Skill

    Hands the issue to the right team, with history.

    Context
    Team Structure
    Knowledge
    Escalation Paths
    Apps
    Teams
  4. 4

    Help Article Skill

    Turns a solved issue into a new help article.

    Context
    Product Overview
    Knowledge
    Article Template
    Apps
    SharePoint
  5. 5

    Support Report Skill

    Sums up volumes, themes and gaps each week.

    Context
    Customer Segments
    Knowledge
    Service Targets
    Apps
    Help Desk

Apps Your AI Connects To

Help DeskTeamsSharePointThrough your own AI’s connectors. Contexta doesn’t connect to these apps itself.

Ends with: Faster, consistent answers, and a help centre that keeps improving

Example Workflow

Projects: From Won Deal to Close-Out.

Starts when: A new project is signed

  1. 1

    Sales Handover Skill

    Summarises what was sold and what was promised.

    Context
    Client Meeting Notes
    Knowledge
    Proposal and SOW
    Apps
    CRM
  2. 2

    Project Setup Skill

    Creates the plan, folders and project roles.

    Context
    Delivery Method
    Knowledge
    Project Templates
    Apps
    Project Tracker
  3. 3

    Kickoff Skill

    Builds the kickoff deck and agenda.

    Context
    Company Overview
    Knowledge
    Kickoff Template
    Apps
    Teams
  4. 4

    Status Report Skill

    Writes the weekly status from notes and tasks.

    ✓ Checked before it reaches the client

    Context
    Client Meeting Notes
    Knowledge
    Status Report Template
    Apps
    Teams
  5. 5

    Close-Out Skill

    Runs the close-out and builds the handover pack.

    Context
    Delivery Method
    Knowledge
    Acceptance Criteria
    Apps
    Outlook

Apps Your AI Connects To

CRMProject TrackerTeamsOutlookThrough your own AI’s connectors. Contexta doesn’t connect to these apps itself.

Ends with: The same standard on every project

Your Apps

Where Your Apps Fit In.

Contexta gives your AI the skills, company context and knowledge for each step. Your AI does the work, in the apps you’ve already connected it to. Your apps, logins and permissions stay your own.

Contexta

Contexta

Supplies the know-how.

SkillsCompany ContextKnowledge Base

Reaches your AI through MCP.

Your AI

Does the work.

ClaudeChatGPTCopilotGrok

Uses its own connectors for apps.

Your Apps

Where the work lands.

CRMXeroOutlookTeamsSharePointDocuSign

Connected in your AI, not in Contexta.

App names are examples of tools your AI can connect to. Contexta isn’t affiliated with them.

Bespoke Workflows

Built Around How You Work.

Some processes are too particular for an example to cover. We’ll design and build workflows around how your business runs, from the first trigger to the final sign-off.

See Contexta Managed AI
  1. 1

    Map Your Process

    We work through how the process runs today.

  2. 2

    Build Each Step

    We write the skills, context and knowledge.

  3. 3

    Test It With Your Team

    We run it on real work and refine it.

Frequently Asked Questions

What is a multi-skill AI workflow?

It's a process made of several skills that run in order, like qualifying a lead, researching the company, preparing the meeting and writing the proposal. Each step has its own instructions, context and knowledge, and the output of one step feeds the next.

Can an AI workflow update my CRM or Xero?

Yes, if your AI is connected to them. Contexta supplies the skills, context and knowledge. The actions in your CRM, Xero or Slack run through the connectors your AI already has, with the permissions you've given it.

Will the AI send anything without my approval?

Not when the skill says to wait. Workflow skills that send, pay or publish include an approval step, so a person checks the draft before an email goes out or an invoice is raised.

Which workflows should we start with?

Start where the work repeats every week and the format matters: proposals, status reports, invoicing or month-end. Build one skill first, check it works, then link the next step.

What's the difference between a skill and a workflow?

A skill is one job card, such as writing the proposal. A workflow is the whole run of job cards, from a new lead to a signed contract. Workflows are built from skills, so every improvement to a skill improves the workflow too.

Can you build bespoke workflows for our business?

Yes. We map how your process runs, then build and test the skills, company context and knowledge behind each step with your team. Talk to us about the workflow you have in mind.

Start With One Skill.

Build the first step, check it works, then link the next when you’re ready.

Try the Skill Builder