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Portable Toolkits

Contio has built a collection of production-ready portable toolkits to demonstrate the range of platform extensibility and deliver the value of real-world use cases. Install any of these in your Contio workspace to gain immediate leverage, then customize and extend for your own needs.

AI-Native > Purpose-Built > Platform-Integrated

These fully-specified toolkits provide comprehensive meeting automation with AI next steps, workflows, and canvas templates. Each is ready for immediate deployment.

Recruiting Interview Suite

Documentation

A complete hiring workflow from phone screen to final decision, featuring structured scorecards, competency assessments, and automated debrief summaries.

Component Count Highlights
Meeting Templates 4 Phone Screen, Technical, Behavioral, Debrief
Next Steps 6 Scorecard generation, technical assessment, hiring recommendation
Shortcuts 8 Competency flags, strength/concern markers
Workflows 2 Evaluation pipeline, stakeholder distribution
Canvas Templates 2 Interview Scorecard, Panel Summary

Ideal for: Talent acquisition teams, hiring managers, recruiting agencies

Agile Ceremonies Suite

Documentation

Complete Scrum team support with sprint planning, daily standups, reviews, and retrospectives. Features cross-ceremony context flow and velocity tracking.

Component Count Highlights
Meeting Templates 5 Planning, Standup, Review, Retro, Refinement
Next Steps 7 Sprint plan, velocity report, retro insights
Shortcuts 10 Blocker flags, decisions, plus/delta, voting
Workflows 2 Sprint closeout, retro follow-up to Jira
Canvas Templates 3 Sprint Dashboard, Retro Board, Release Notes

Ideal for: Scrum teams, agile coaches, engineering organizations

Incident Management Suite

Documentation

Comprehensive incident response toolkit for SRE and engineering teams, featuring ICS-style coordination, blameless post-mortems, and systematic follow-up. Includes specialized templates for war rooms, security incidents, and shift handoffs.

Component Count Highlights
Meeting Templates 6 War Room, Triage, Post-Mortem, Review, Shift Handoff, Security Incident
Next Steps 6 Stakeholder updates, incident reports, customer notifications
Shortcuts 9 Severity classification, timeline building, 5 Whys, change correlation
Workflows 1 Post-mortem review & distribution with approval gates
Canvas Templates 3 Incident Report, Post-Mortem, War Room Status Board

Ideal for: SRE teams, platform engineers, DevOps organizations, incident commanders

Robert's Rules of Order Collection

Documentation

A family of parliamentary procedure toolkits for formal meetings, from small committees to large conventions. Three editions of increasing complexity based on Robert's Rules of Order Newly Revised.

Edition Best For Shortcuts Next Steps Install
Essentials Small boards, newcomers 4 2
Standard Boards of directors 7 3
Complete Conventions, legislative bodies 16 4

Ideal for: Boards of directors, non-profits, legislative bodies, organizations requiring formal procedure

Manifest Format Reference

All toolkit manifests follow a unified structure with metadata at the root level and entity content inside the manifest object:

{
  "name": "Toolkit Display Name",
  "slug": "toolkit-slug",
  "version": "1.0.0",
  "license": "LicenseRef-YourCompany",
  "license_url": "https://yourcompany.com/toolkit-license",
  "manifest": {
    "schema_version": "1",
    "toolkit_prompt": "Optional AI persona instructions...",
    "templates": [...],
    "next_steps": [...],
    "action_buttons": [...],
    "shortcuts": [...],
    "workflows": [],
    "canvas_templates": []
  }
}

Basic Examples

Minimal Template

The simplest possible manifest — a single template with no next steps:

{
  "name": "Quick Sync Toolkit",
  "slug": "quick-sync-toolkit",
  "version": "1.0.0",
  "license": "UNLICENSED",
  "manifest": {
    "schema_version": "1",
    "templates": [
      {
        "spec": {
          "$id": "quick-sync",
          "name": "Quick Sync",
          "description": "A 15-minute catchup meeting"
        }
      }
    ],
    "next_steps": [],
    "action_buttons": []
  }
}

Template with AI Next Step

A template that offers an AI-powered follow-up after the meeting:

{
  "name": "Sales Discovery Toolkit",
  "slug": "sales-discovery-toolkit",
  "version": "1.0.0",
  "license": "UNLICENSED",
  "manifest": {
    "schema_version": "1",
    "templates": [
      {
        "spec": {
          "$id": "sales-call",
          "name": "Sales Discovery",
          "description": "Initial prospect discovery meeting"
        },
        "next_steps": [
          { "next_step": { "$ref": "summary" }, "sort_order": 1 }
        ]
      }
    ],
    "next_steps": [
      {
        "spec": {
          "$id": "summary",
          "name": "Generate Meeting Summary",
          "type": "ai",
          "ai_prompt": "Summarize the key points discussed in this sales call."
        }
      }
    ],
    "action_buttons": []
  }
}

Complete CRM Integration

A full-featured manifest for CRM integration with email delivery:

{
  "name": "CRM Integration Toolkit",
  "slug": "crm-integration-toolkit",
  "version": "1.0.0",
  "license": "LicenseRef-ContioPartner",
  "manifest": {
    "schema_version": "1",
    "templates": [
      {
        "spec": {
          "$id": "discovery-call",
          "name": "Discovery Call",
          "description": "Initial prospect discovery meeting"
        },
        "next_steps": [
          { "next_step": { "$ref": "meeting-summary" }, "sort_order": 1, "autopilot": false },
          { "next_step": { "$ref": "follow-up-email" }, "sort_order": 2, "autopilot": false }
        ]
      }
    ],
    "next_steps": [
      {
        "spec": {
          "$id": "meeting-summary",
          "name": "Meeting Summary",
          "type": "ai",
          "ai_prompt": "Create a concise summary of this discovery call including: prospect pain points, budget discussed, timeline, and next steps agreed upon."
        },
        "action_buttons": [
          { "action_button": { "$ref": "copy-summary" }, "sort_order": 1 },
          { "action_button": { "$ref": "push-to-crm" }, "sort_order": 2 }
        ]
      },
      {
        "spec": {
          "$id": "follow-up-email",
          "name": "Draft Follow-up Email",
          "type": "ai",
          "ai_prompt": "Draft a professional follow-up email thanking the prospect for their time and summarizing the key discussion points and agreed next steps."
        },
        "action_buttons": [
          { "action_button": { "$ref": "send-email" }, "sort_order": 1 },
          { "action_button": { "$ref": "copy-email" }, "sort_order": 2 }
        ]
      }
    ],
    "action_buttons": [
      {
        "spec": {
          "$id": "copy-summary",
          "name": "Copy to Clipboard",
          "delivery_mechanism": "clipboard",
          "content_format": "plain_text"
        }
      },
      {
        "spec": {
          "$id": "push-to-crm",
          "name": "Save to CRM",
          "delivery_mechanism": "webhook",
          "webhook_url": "https://your-app.com/webhooks/contio/crm-note",
          "content_format": "plain_text"
        }
      },
      {
        "spec": {
          "$id": "send-email",
          "name": "Send Email",
          "delivery_mechanism": "email",
          "content_format": "rich_text"
        }
      },
      {
        "spec": {
          "$id": "copy-email",
          "name": "Copy Email",
          "delivery_mechanism": "clipboard",
          "content_format": "plain_text"
        }
      }
    ]
  }
}

Multi-Template Toolkit

A toolkit with multiple templates sharing common next steps:

{
  "name": "Agile Team Toolkit",
  "slug": "agile-team-toolkit",
  "version": "1.0.0",
  "license": "LicenseRef-ContioPartner",
  "manifest": {
    "schema_version": "1",
    "templates": [
      {
        "spec": {
          "$id": "standup",
          "name": "Daily Standup",
          "description": "Daily sync meeting"
        },
        "next_steps": [
          { "next_step": { "$ref": "action-items" }, "sort_order": 1, "autopilot": true }
        ]
      },
      {
        "spec": {
          "$id": "retrospective",
          "name": "Sprint Retrospective",
          "description": "End of sprint review"
        },
        "next_steps": [
          { "next_step": { "$ref": "action-items" }, "sort_order": 1, "autopilot": true },
          { "next_step": { "$ref": "retro-summary" }, "sort_order": 2, "autopilot": false }
        ]
      }
    ],
    "next_steps": [
      {
        "spec": {
          "$id": "action-items",
          "name": "Extract Action Items",
          "type": "ai",
          "ai_prompt": "List all action items mentioned, with assignee if stated."
        },
        "action_buttons": [
          { "action_button": { "$ref": "jira-btn" }, "sort_order": 1 }
        ]
      },
      {
        "spec": {
          "$id": "retro-summary",
          "name": "Retrospective Summary",
          "type": "ai",
          "ai_prompt": "Summarize: What went well? What could improve? Action items?"
        }
      }
    ],
    "action_buttons": [
      {
        "spec": {
          "$id": "jira-btn",
          "name": "Create Jira Tickets",
          "delivery_mechanism": "webhook",
          "webhook_url": "https://your-app.com/webhooks/jira/create-tickets",
          "content_format": "plain_text"
        }
      }
    ]
  }
}

AI Shortcuts Toolkit

A toolkit that provides standalone AI prompt shortcuts for meeting surfaces:

{
  "name": "AI Shortcuts Toolkit",
  "slug": "ai-shortcuts-toolkit",
  "version": "1.0.0",
  "license": "UNLICENSED",
  "manifest": {
    "schema_version": "1",
    "templates": [],
    "next_steps": [],
    "action_buttons": [],
    "shortcuts": [
      {
        "spec": {
          "$id": "quick-summary",
          "name": "Quick Summary",
          "description": "Generate an instant summary of the current meeting",
          "icon": "lightbulb",
          "color": "#6366F1",
          "prompt": "Provide a concise 3-bullet summary of the key points discussed so far in this meeting.",
          "surfaces": [
            { "surface": "HOME", "position": 1 },
            { "surface": "MEETING_RUN", "position": 1 }
          ]
        }
      },
      {
        "spec": {
          "$id": "action-items-shortcut",
          "name": "Extract Action Items",
          "description": "Pull out all action items with owners",
          "icon": "square-list",
          "color": "#10B981",
          "prompt": "List all action items mentioned in this meeting. For each item include: the task description, the assigned owner (if mentioned), and any deadline discussed.",
          "surfaces": [
            { "surface": "MEETING_REVIEW", "position": 1 }
          ]
        }
      },
      {
        "spec": {
          "$id": "decision-log",
          "name": "Decisions Made",
          "icon": "bullseye",
          "color": "#F59E0B",
          "prompt": "Identify and list all decisions made during this meeting, including the context and any alternatives that were considered.",
          "surfaces": [
            { "surface": "MEETING_REVIEW", "position": 2 }
          ]
        }
      }
    ]
  }
}

Download Complete Examples

All example manifests are available as standalone JSON files ready for import:

File Description Size
recruiting-interview-suite.json Complete hiring workflow with scorecards and workflows ~15 KB
agile-ceremonies-suite.json Full Scrum ceremony support with velocity tracking ~18 KB
incident-management-suite.json SRE incident response with blameless post-mortems ~20 KB
roberts-rules-essentials.json Simplified parliamentary procedure for beginners ~5 KB
roberts-rules-standard.json Standard Robert's Rules for most organizations ~12 KB
roberts-rules-complete.json Full formal assembly support ~18 KB

To use these examples:

  1. Download the JSON file
  2. Import via the Contio web app: Settings → Toolkits → Import

Coming Soon

Additional meeting framework toolkits are under consideration:

  • Lean Coffee — Agenda-less, democratically-sorted discussion
  • 1:1 Meetings — Manager/direct report check-ins
  • Design Thinking — Ideation and affinity mapping workshops
  • Sales Discovery — Prospect qualification and deal progression

Have a framework you'd like to see? Contact us or submit a toolkit contribution.

See Also