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Grounding is the evidence and context Marketer can use for a task. Strong grounding starts with the correct workspace and connected source, then adds only the business context needed for the decision.

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Understand the context layers

Marketer can draw from several layers:
  1. Workspace identity — the selected company, reporting settings, members, and controls.
  2. Connected data — authorized Meta Ads, Google Ads, Shopify, GA4, or Triple Whale (Beta) data.
  3. Workspace knowledge — durable brand, customer, product, and operating context.
  4. Attached context — a campaign, brief, creative, or product selected for the current task.
  5. Your request — the outcome, source, scope, dates, constraints, and output you specify now.
The narrower layers should clarify the task, not silently override source facts. For example, a product note can explain positioning, but it cannot supply campaign spend.

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Ground a task in five moves

  • Select the workspace. Confirm the workspace switcher before asking or approving.
  • Name the source. Say whether the answer should use Meta Ads, Google Ads, Shopify, GA4, or Triple Whale (Beta).
  • Define the scope. Name the account, campaign, product, or other entity.
  • Set the time boundary. Prefer exact dates or completed periods and name the timezone when it matters.
  • State the action boundary. Say whether the task is read-only, draft-only, approval-gated, or allowed to execute under workspace policy.

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Use durable and temporary context correctly

Put stable information in Knowledge when it should affect many future tasks. Examples include positioning, customer definitions, approved claims, and reporting conventions. Attach an entity or state a constraint in the request when it applies only now. Examples include a campaign under review, a launch date, a temporary budget, or a one-time audience exclusion.
If changing a fact should change many future answers, it probably belongs in Knowledge or a workspace setting. If it should affect only this task, keep it in the task.

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Detect weak grounding

Pause when a result:
  • Does not name its source or dates
  • Uses an account other than the one you intended
  • Mixes platform, store, and attribution figures without labeling them
  • Treats a missing period as zero
  • Turns an assumption into a measured fact
  • Proposes a write without restating the approval boundary
Ask Marketer to identify the missing layer instead of filling the gap with an estimate. Then use Sources and freshness to validate the evidence.
Last modified on August 9, 2026