Turn workflows into AI context

Prepare current customer context for our support agent using Salesforce, tickets, invoices, product usage, and docs. Only include data the agent is allowed to use.

Mage

I created a context workflow and prepared it for review.

  • pull customer records, tickets, invoices, usage, and docs
  • match data to the right account and user
  • check freshness, missing fields, duplicates, and permissions
  • register the output as reusable customer context
  • refresh context when source data changes
  • serve only approved context to the agent

Give agents trusted context from real workflows instead of stale exports and one-off prompts.

Give AI data it can actually use

Mage turns workflow outputs into context that is current, validated, permissioned, and ready for each task.

customer_context
24 sources
Investigation
Agent
Workflow

Prepare once, reuse everywhere. Turn workflow outputs, documents, tables, and business logic into context teams and agents can reuse.

Why did revenue freshness drop?
Scoped for this taskRevenue historyStripe runs 1840–1842Fresh

Serve only what fits the task. Assemble the right data, permissions, freshness, and scope for each agent request.

Publish revenue forecastReady to act

Keep context trustworthy. Validate freshness, completeness, lineage, checks, and quality before AI acts on the result.

Sync priority accountscustomer_context
Completed
4 synced to Salesforce

Move from answers to actions. Use trusted context across agents, APIs, automations, dashboards, products, and workflows.

One workflow becomes trusted AI context

Mage turns production outputs into context with lineage, checks, permissions, freshness, and runtime scope.

Prepare current customer context for our support agent using Salesforce, tickets, invoices, product activity, and docs. Only include data the agent is allowed to access, and verify that it is current before use.

Customer context is ready. I connected 5 sources, verified freshness and access, and prepared a scoped view for the support agent.

Customer activity
3open support tickets34 daysto renewal

Ask. Describe the agent, app, dashboard, or automation that needs context.

Prepare. Mage pulls the right sources, documents, workflow outputs, and business logic.

Validate. Autopilot checks freshness, completeness, joins, permissions, and task fit.

Register. The output is saved with lineage, metadata, ownership, checks, and run history.

Scope. Mage serves only the context allowed for the user, task, model, and action.

Activate. The same context powers agents, dashboards, APIs, products, and automations.

The systems behind every AI-ready workflow

AI-ready Data creates reusable AI context Turn existing data, workflow outputs, documents, and business logic into context agents can reuse.

AI-ready Data creates intent-aware context Give agents the right data, permissions, freshness, and scope for each task.

AI-ready Data activates context Use trusted context across dashboards, APIs, automations, RAG pipelines, products, and agents.

Autopilot runs continuous readiness checks Validate whether context is complete, fresh, safe, scoped, and fit for use before execution.

Autopilot runs quality and intent checks Describe what should be true. Mage checks data quality, business rules, and agent intent automatically.

Autopilot handles context recovery Detect stale, broken, or invalid context and rerun the workflows that produce it.

AI Sidekick supports context exploration Ask questions across datasets, documents, lineage, outputs, checks, and run history.

AI Sidekick builds context workflows Describe the context an agent needs and Mage creates the workflow to prepare it.

AI Sidekick supports agent actions Let agents use approved workflows, APIs, and actions without bypassing governance.

Start with the context your teams keep rebuilding

Bring Mage the exports, prompts, documents, workflow outputs, and data products your agents need to use safely.

Customer support agents

Give support agents current account, ticket, invoice, entitlement, product usage, and policy context.

Sales account research

Generate account briefs from CRM, billing, support, product, website, and enrichment data.

Product AI assistants

Serve fresh, permissioned customer and product data to in-app agents and AI features.

Start with one agent, app, dashboard, or automation that needs better data. Mage will help you prepare, validate, govern, and serve the context it needs.