Context for Consulting

AI infrastructure for
consulting

Research, analysis, and client-ready deliverables produced at the quality bar your firm demands. Not generic drafts that need rework.

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Research synthesisClient-ready deliverablesMethodology capture

See it in action

Watch an agent execute a consulting workflow end to end. From data retrieval through analysis to finished deliverable.

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Other workflows

Financial & Operational Modeling

Deliverable Production

Commercial Due Diligence

Market Sizing & Segmentation

Context

APAC Entry — TechCorp

Market Entry v2Knowledge

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AgentAuto

Context

Market Entry v2

SaveRun

Workflows/Customer Success/Customer Save Package v3

Customer Save Package

v3 · edited 2w agoScope: Customer Success847 runs

Investigate customer churn risk, identify root cause across all systems, and prepare retention deliverables for CS team review.

Steps

Query Salesforce for all support tickets, NPS scores, and contract details for the target account.

salesforcecrm

Search Slack for internal threads mentioning the account.

Include engineering and support channels. Flag any threads mentioning "churn," "escalation," or "competitor."

slack

Pull product analytics: DAU, feature usage, login frequency.

Identify inflection points — any >20% change within a 2-week window.

analytics

Check billing system for disputes, late payments, or credit history.

billing

Search internal knowledge for prior incidents, escalations, or relevant context about this account.

knowledge

ifIf usage dropped significantly, run churn risk model and generate usage trend visualization.

Threshold: >30% DAU decline in any 4-week window.

compute

Compile findings into a save package: timeline, root cause, revenue impact, remediation plan.

output

Draft customer-facing email with acknowledgment, remediation steps, and proposed next meeting.

output

8 steps·6 integrations·~20s avg runtime·98.2% pass rate

Integrations

Works with the systems
consulting teams rely on

Context connects to your existing infrastructure: communication, storage, analytics, and operational systems. Agents execute within the tools your team already uses.

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Outlook

Microsoft Teams

Gmail

Slack

Zoom

Google Meet

Loom

Intercom

Google Drive

SharePoint

OneDrive

Dropbox

Box

Citrix ShareFile

Egnyte

Tresorit

Notion

Confluence

Coda

Evernote

OneNote

Roam Research

Obsidian

Craft

Salesforce

HubSpot

Asana

Monday

Jira

Linear

ClickUp

Airtable

Google Sheets

Excel

Tableau

Power BI

Looker

Metabase

Mode

Sigma

Quality Assurance

Measure what matters to consulting

Track the performance indicators that drive your business, not generic AI benchmarks. Context evaluates accuracy on your specific tasks, workflow completion rates, and output quality against your team's standards. Every evaluation is traceable.

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