> ## Documentation Index
> Fetch the complete documentation index at: https://docs.marketer.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Context and grounding

> Help Marketer use the right workspace, source data, business context, and task-specific inputs.

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.

## 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.

## 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.

```text theme={null}
Using our connected Google Ads data for the North America account, compare
July 1–7 with June 24–30 in the workspace timezone. Focus on campaign-level
spend, conversions, CPA, and ROAS. Use the attached product only for business
context. Show data gaps and do not change campaigns.
```

## 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.

<Tip>
  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.
</Tip>

## 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](/essential-guidelines/sources-and-freshness) to validate the evidence.


## Related topics

- [Knowledge and Skills](/product-guides/knowledge-and-skills.md)
- [Knowledge sources](/product-guides/knowledge-sources.md)
- [Chat and context](/working-with-marketer/chat-and-context.md)
- [Beta integrations](/integrations/beta.md)
- [Home and the composer](/working-with-marketer/home-and-composer.md)