What Are Context Documents?
Context documents are external documents (Google Docs or Notion pages) that:- Are automatically fetched and loaded at agent runtime
- Provide reference material the agent can consult
- Are maintained by humans outside of Cotool
- Stay in sync with your source of truth
Examples
Runbooks & Procedures
Standard operating procedures for common scenarios Example: “How to
respond to ransomware alerts”
Known False Positives
Lists of known false positives to avoid re-investigating Example:
“Approved admin tools that trigger alerts”
Contact & Escalation Info
Who to contact for different scenarios Example: “Security team
on-call rotation”
Policies & Requirements
Compliance requirements and organizational policies Example: “Data
handling requirements for PII”
Glossary & Terminology
Org-specific terms and definitions Example: “Our product names and
what they do”
Historical Context
Background on recurring issues or past incidents Example: “Known
infrastructure quirks”
Adding Context Documents
1
Prepare Your Document
Create a Google Doc or Notion page with the reference material Tips:
- Use clear headings and structure - Keep focused on one topic per document - Update regularly
2
Make Document Accessible
For Google Docs: Share with “Anyone with link can view” For
Notion: Make page public or share with Cotool integration
3
Add to Agent
In agent configuration: 1. Click “Add Context Document” 2. Select source
(Google Docs or Notion) 3. Paste document URL 4. Add description (what’s
in this doc)
4
Test
Use Builder to verify agent can access and use the document
Document Format Best Practices
Structure
Use clear hierarchy with headings:Keep It Scannable
Agents work best with structured, scannable content: Good:Use Lists and Tables
Agents parse structured data better than prose: Tables for reference data:
Lists for procedures:
- Check alert severity
- Search logs for related activity
- If confirmed threat, isolate endpoint
- Notify security team
Include Examples
Show the agent what good looks like:Document Size Limits
Limits: - Max 50KB per document (plain text equivalent) - Up to 10
documents per agent - Total context budget: ~200KB (includes prompt + docs)
- Split large docs into focused topics
- Use summaries instead of full detail
- Split fast-changing reference data into smaller, easier-to-refresh documents
Sync and Freshness
How syncing works:- Documents are fetched fresh for each agent run
- Changes in Google Docs/Notion appear immediately
- No manual sync needed
- Keep docs updated as procedures change
- Note last update date in document
- Review docs quarterly for stale info
Real-World Examples
Example 1: False Positive List
Google Doc: “SentinelOne Known False Positives”Example 2: Contact Directory
Google Doc: “Security Team Contacts”Example 3: Alert Response Runbook
Notion Page: “Ransomware Response Runbook”Prompt Instructions for Context Docs
In your system prompt, tell the agent about context docs:Troubleshooting
Agent can't access document
Agent can't access document
Check: - Is document URL correct? - Is document shared publicly or
with Cotool? - For Google Docs: Is link sharing enabled? - For Notion:
Is page published or shared with integration?
Agent not using document info
Agent not using document info
Check: - Is system prompt clear about when to use document? - Test
in Builder - can you see document in context? - Is document too large
(check size limits)? - Is relevant info buried deep in document?
Fix: Make documents more scannable with clear headings
Document is too large
Document is too large
Fix: - Split into multiple focused documents - Remove unnecessary
detail - Use summaries instead of full text
Stale information in document
Stale information in document
Fix: - Update source document (changes appear immediately) - Add
“Last Updated” date in document - Set calendar reminders to review
quarterly
Best Practices
One Topic Per Document
One Topic Per Document
Don’t create one massive document with everything. Split by topic: -
Separate FP list from contacts - Separate runbooks by alert type - One
procedure per document
Keep Documents Updated
Keep Documents Updated
Stale docs lead to bad agent decisions. Review regularly: - Update
contacts when team changes - Update procedures when processes change -
Note last review date in document
Use Templates
Use Templates
Create document templates for consistency: - Standard runbook format -
Standard contact info format - Makes docs easier for agents to parse
Test After Updates
Test After Updates
When you update a critical document, test agent in Builder to verify it
uses new info correctly
Document Your Documents
Document Your Documents
In agent description, note which context docs it uses and why: “Uses FP
list to avoid re-investigating known tools”