Use Context Library in workflows
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An external agent workflow can search and read permitted Context Library pages through Palette MCP when it runs. The workflow should request the pages it needs, check their last refresh dates, and handle missing context explicitly.
Note
These are workflow patterns for the agent or automation tool you choose. Palette OS does not currently schedule these workflows for you.
Weekly digest
Ask the agent to search the organization and team pages available to it, summarize documented priorities and changes, and cite each page with its last refresh date. Have it label anything missing rather than infer a live activity feed.
Meeting preparation
Before a meeting, ask the agent to read the permitted pages for the relevant team, person, project, or account. Generate a short brief that separates documented context from open questions.
Onboarding brief
Use organization and team pages to create a starting guide for a new teammate: purpose, priorities, owners, terminology, and what to read next. Review access before sharing the result.
Planning check
Compare a proposal with the priorities and dependencies documented in the available Context Library pages. Ask the agent to show which pages support each observation and when they were refreshed.
Handoff brief
Collect the permitted context for a piece of work, then draft a handoff with purpose, owners, decisions, dependencies, and unresolved questions. Keep the source page names in the output so the next person can verify it.
Getting started
Connect Claude to Palette OS through MCP, then create the workflow in the external tool you already use. Tell it to search Palette on demand and to report missing or stale context.
New to the Context Library? Start with the quick start guide.