Prepare a renewal brief
Owned by Revenue Operations · approved for the Revenue team
- Input
- Account ID
- Knowledge
- Account + Support collections
- Actions
- Draft tasks · CRM write needs approval
- Evaluation
- 24 of 24 cases passed
Skills and automations
Turn your team’s best work into a reusable skill.
Capture a successful workflow, review how it should run, and publish a tested version for people and agents.
From good work to shared practice
Make a proven method repeatable and reviewable.
Every published skill keeps its owner, method, sources, controls, tests, and version history together.
Capture what worked
Keep the useful steps, sources, corrections, tool calls, and result from a successful run.
Review the complete method
Define the inputs, outputs, knowledge, actions, checks, approvals, owner, and tests together.
Publish a tested version
Give the right teams one approved skill for every AI client, agent, application, or workflow.
Process discovery
Find repeated work. Let an owner decide what to automate.
Onterix finds patterns only in work the reviewer may see. Each suggestion links to its sources, decisions, and outcomes; discovery never publishes or widens access on its own.
- Show the completed work behind every suggested step
- Surface useful variations, conflicts, and missing controls
- Name an accountable owner for review
- Require evaluation and approval before publication
Built for real work
Keep the workflow moving after the chat ends.
A published skill can wait, recover, and return to the system where the work began.
Start from a person, event, schedule, or API
Use the same skill on demand or when verified work arrives.
Compare a new version before release
Test representative cases without letting trials create external changes.
Pause without losing progress
Keep inputs, decisions, deadlines, and remaining steps while work waits for a person or system.
Resume after a failure
Confirm what happened before retrying, then keep the final result with the run.
Prefer a ready-made starting point? Adapt a reviewed workflow to your sources and team.
Browse templatesPublish your first skill
Start with work your best operator knows how to do well.
Capture one successful path now, or plan a cross-system rollout with our team.