Automate the email-driven work that runs your business
AI agents for your CRM, project tool, finance system, customer service platform, and more. Each one suggested in your inbox, run with your approval.
Hi Mark,
Please find attached our invoice for May services (#EDUYWXXS-0010) for $100.00, net 30.
Let me know if you need anything else for processing. Appreciate the continued partnership.
QuickBooks Agent Extracted invoice details:
- Vendor: Northwind Supply Co.
- Amount: $100.00
- Invoice #: EDUYWXXS-0010
- Date: May 22, 2026
Which expense account should this bill be posted to? My best guess is Dues & Subscriptions.
Here's the bill ready for review. Submit to post it to QuickBooks.
One email. Multiple systems. One place to handle it all.
Contextuar's AI analyzes incoming emails in the context of your business and routes them to the right agent for each task.
A new signed contract lands in your inbox. That single email needs updates in three places: your CRM (closed-won), your project tool (kickoff project created), your accounting system (customer added, billing started). Contextuar surfaces all three suggested actions. You confirm those actions, and three systems are updated. All from the inbox, with no toggling between tools.
The same model handles new orders, change orders, and project kickoffs - anywhere an email spans multiple systems.
What Contextuar automates
Email touches every system your business runs on. Contextuar automates the handoff for each.
CRM
New leads from inbound prospects. Deal updates from customer threads. Contact records refreshed from signatures. Meeting notes logged against the right account.
Project management
Client requests turned into tasks in the right project. Status updates from email threads. Deadlines synced. Files attached to the right card.
Customer service
Tickets created from inbound support email. Escalations routed by tier and issue type. Customer feedback logged against the right account.
Finance
Vendor invoices extracted and staged. AP approvals routed by amount and category. Payment confirmations logged. Expense receipts filed.
Don't see your system? Contextuar can build automations for any tool your team relies on.
Automation that gets faster the more your team uses it
Most AI tools ask the same question forever. Contextuar gets faster.
Every time someone on your team confirms a suggestion, Contextuar asks: "Make this a rule?" Say yes, and the next time the pattern appears, it handles itself — with a full audit trail.
Every confirmation from anyone on the team strengthens the model. The rules that emerge work for everyone.
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Step 1 — Suggestion every time.
Every matching email triggers a confirmation prompt.
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Step 2 — Rule emerged.
The pattern is consistent. Contextuar offers to turn it into a rule.
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Step 3 — Running automatically.
The work flows through on its own — with a full audit trail.
One admin console. Every automation. Every user.
For managers evaluating AI for the team, the question isn't whether to use it. It's how to keep track.
See every agent in flight.
Who has access, what they're doing, what's working.
Permission by role and team.
Roll out to one user, one team, or the whole org.
Track usage and impact.
Dashboards show what's working and where attention is needed.
Audit every action.
Every suggestion, confirmation, and rule has a record.
See what Contextuar can automate for your team
Tell us what email-driven work is slowing your team down. We'll show you what an automation built for your business looks like.