Recipes Overview

Recipes are pre-built, opinionated agent configurations that solve specific workflows. Each recipe bundles:

• Connectors — which data sources to sync
• Agent scope — what the agent can see and do
• Permissions template — who on the team gets access
• System prompt — how the agent behaves

Available recipes

Finance

Recipe	What it solves
Month-End Close Assistant	Tracks open items, flags discrepancies, drafts reconciliation notes
Audit Prep Agent	Gathers evidence, maps controls to docs, flags gaps
Expense Policy Enforcer	Reviews expenses against policy, flags violations
Contract Renewal Tracker	Monitors renewals, surfaces context, drafts summaries

Compliance

Recipe	What it solves
Regulatory Change Tracker	Monitors regulatory feeds, maps to obligations
Vendor Risk Reviewer	Compares vendor questionnaires against requirements

How recipes work

graph LR
    R[Recipe] --> C[Connectors configured]
    R --> P[Permissions set]
    R --> A[Agent deployed]
    A --> Q[Ready for questions + actions]

1. You deploy a recipe from the catalog
2. Contextful configures the required connectors (prompts OAuth if not connected)
3. Permissions template applies to your workspace roles
4. Agent is live — start asking questions or let it run on schedule

Building custom recipes

Coming in M2. You’ll be able to:

• Fork an existing recipe and customize scope/prompt
• Compose multiple recipes into a team workflow
• Share recipes across workspaces