Migration
Move your team's AI work to Context
Coming from Claude, Claude Cowork, ChatGPT, Claude Code, Codex or Cursor? Our engineers move your skills, files, connectors and scheduled work, and your team keeps its current tool until the moved work passes on real tasks.
Skills
5 items New Skill- Quarterly portfolio reviewBuild the quarterly review deck from the updates doc and the valuation bridge, flagged companies first. Run
- Covenant test rerunRerun every covenant test from the valuation bridge and list the tight ones. Run
- Board pack extractionPull the quarter's actuals from each company's board pack into the updates doc. Run
- LP letter draftDraft the quarterly LP letter from the review deck and the fund summary. Run
- Data room sweepList every new file in the data room since the last review and who added it. Run
Build the quarterly review deck from the updates doc and the valuation bridge, flagged companies first.
- Scope
- Restricted
- Tags
- portfolio
- Files
- SKILL.md deck-template.pptx Add files
- Connectors
- + Attach
- Scorecards
- Deck quality
Steps
- Read the quarter's updates doc and the valuation bridge workbook.
- Draft the slides from last quarter's template, one company per slide.
- Place every company more than 10% off plan first, on slides 3 to 5.
- Render the deck and post it to the review channel with the flagged companies named.
Written by
Atlas · from the Q3 review deck task
Build the quarterly review deck from the updates doc and the valuation bridge, flagged companies first.
- Scope
- Restricted
- Tags
- portfolio
- Files
- SKILL.md deck-template.pptx Add files
- Connectors
- + Attach
- Scorecards
- Deck quality
Steps
- Read the quarter's updates doc and the valuation bridge workbook.
- Draft the slides from last quarter's template, one company per slide.
- Place every company more than 10% off plan first, on slides 3 to 5.
- Render the deck and post it to the review channel with the flagged companies named.
Written by
Atlas · from the Q3 review deck task
What our team does for you
Context engineers run the move with the people who own each workflow. Your team keeps its current tool until the moved work passes on real tasks.
Home
- q3-portfolio-review.pptx1h ago
- q3-valuation-bridge.xlsx2h ago
- q3-portfolio-updates.docx3h ago
- lp-letter.pptx5h ago
Home
- q3-portfolio-review.pptx1h ago
- q3-valuation-bridge.xlsx2h ago
- q3-portfolio-updates.docx3h ago
- lp-letter.pptx5h ago
Choose where you are moving from
Each page lists what moves, what our team rebuilds by hand, and what stays behind.
From Claude
Claude Team and Enterprise, Claude Cowork, Projects and Skills. 4 of 7 items move with tools Context ships today.
Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.
@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.
Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.
@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.
Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.
@Atlas can we have the review deck from this, flagged companies up front?
@Ledger keep the covenant headroom somewhere we can all watch it
Published Covenant headroom to the workspace. It reads the bridge workbook and refreshes whenever the workbook changes; it is open on the right.
From ChatGPT
ChatGPT Business and Enterprise, Custom GPTs, Projects. 4 of 7 items move with tools Context ships today.
Build the quarterly review deck from the updates doc and the valuation bridge, flagged companies first.
- Scope
- Restricted
- Tags
- portfolio
- Files
- SKILL.md deck-template.pptx Add files
- Connectors
- + Attach
- Scorecards
- Deck quality
Steps
- Read the quarter's updates doc and the valuation bridge workbook.
- Draft the slides from last quarter's template, one company per slide.
- Place every company more than 10% off plan first, on slides 3 to 5.
- Render the deck and post it to the review channel with the flagged companies named.
Written by
Atlas · from the Q3 review deck task
From Claude Code, Codex or Cursor
Claude Code, OpenAI Codex, Cursor. 4 of 5 items move with tools Context ships today.
Also moving from
- Microsoft 365 Copilot
- Your files stay in Microsoft 365 and agents reach them through connectors with each person's access. Copilot Studio agents are rebuilt as Context agents and skills.
- Glean
- Your source systems stay where they are. We connect the same systems to Context and rebuild the agents your teams use.
- Notion AI
- Notion stays your wiki. Agents read and write pages through the Notion connector, and repeated prompts become skills.
- Zapier Agents
- Deterministic Zaps can keep running. Agents that do research, drafting or analysis are rebuilt as Context agents with automations.
Move into your own environment
Context runs in your own cloud or on your own hardware, so the skills, files and runs you move stay inside your deployment.
- Your cloud or hardwareFiles are stored in your S3 or MinIO bucket, in your cloud or on your own hardware.
- Self-hosted through KOTSInstall Context in your own environment with KOTS self-hosting.
- Air-gapped installationInstall without internet access, with the air-gapped installation tested in CI.
- Your identity providerSign people in with SAML or OIDC and provision them with SCIM.
Context runs in production at Qualcomm. Read the case study
- Amazon S3
- MinIO
- Your own hardware
- Air-gapped
