Integrate with Contextual AI to automate document processing and AI workflows
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.
New Agent
Triggers when a new Contextual AI agent is created
Query Agent
Send a message to a Contextual AI agent and get a response
Generate Text
Generate text using Contextual AI's Grounded Language Model
Ingest Document
Upload and ingest a document into a Contextual AI datastore
Parse File
Parse a document file into structured Markdown and/or JSON format
Create Agent
Create a new Contextual AI agent with specified configuration
Invite Users
Invite new users to the Contextual AI workspace
Create Datastore
Create a new datastore for organizing documents
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Start 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 Agent
Finishes with
Create or update a Coherence record
Use 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 changes
Finishes with
Query Agent
Combine Contextual AI with another integration and Coherence records to connect product and engineering activity to the customers and work it affects.
Starts with
New Agent
Finishes with
Query Agent, then preserve the outcome in Coherence
The exact authentication fields depend on Contextual AI. The workflow structure stays straightforward:
Authorize the Contextual AI account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with Contextual AI or provide a complementary trigger or action.
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.
Contextual AI currently lists 1 trigger and 7 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
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.
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.
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