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Connect Contextual AI to Coherence.

Integrate with Contextual AI to automate document processing and AI workflows. 1 trigger can start a workflow, and 7 actions can run inside one.

New AgentCreate a Coherence record
A Coherence record changesQuery Agent
A Coherence workflow runsGenerate Text

TRIGGERS AND ACTIONS

Everything Contextual AI can do in a workflow.

Triggers start a workflow when something happens in Contextual AI. Actions are the steps a workflow can run there.

Triggers · 1New Agent
Actions · 7Query AgentGenerate TextIngest DocumentParse FileCreate AgentInvite UsersCreate Datastore

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with Contextual AI.

Starting points for a workflow. Choose the exact fields, conditions, and records it updates.

Bring Contextual AI activity into CoherenceStart from a supported Contextual AI event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with · New AgentFinishes with · Create or update a Coherence record
Act in Contextual AI from a Coherence workflowUse a change in Coherence to run a supported Contextual AI action, so the next step follows the record instead of relying on someone to copy it.
Starts with · A Coherence record or workflow changesFinishes with · Query Agent
or Generate Text
Connect Contextual AI to the wider customer workflowCombine Contextual AI with another integration and Coherence records to connect product and engineering activity to the customers and work it affects.
Starts with · New AgentFinishes with · Query Agent, then preserve the outcome in Coherence
or Generate Text

SET UP

How to connect Contextual AI.

The exact authentication fields depend on Contextual AI. The workflow structure stays straightforward.

1Connect the accountAuthorize the Contextual AI account and permissions the workflow needs.
2Choose a supported stepSelect one of the current triggers or actions listed above and map its fields.
3Test with a real recordRun a small test, inspect the result in both systems, and only then enable the workflow.

RELATED

Apps for the same workflow.

Apps that share a category with Contextual AI or provide a complementary trigger or action.

QUESTIONS

Contextual AI integration questions.

What can I automate with the Contextual AI integration?

Contextual AI currently provides 1 trigger that can start a workflow and 7 actions a workflow can run. Use those building blocks to connect product and engineering activity to the customers and work it affects.

How many Contextual AI triggers and actions are available?

Contextual AI currently lists 1 trigger and 7 actions, each named on this page. The list is read from the automation catalog Coherence workflows use, so review those names before building a workflow.

Can Contextual AI connect to other apps through Coherence?

Yes. A workflow can combine supported Contextual AI triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.

Do I need to write code to connect Contextual AI?

The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.

Ready to connect Contextual AI?

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