Context with a defined purpose
A connected workflow needs a clear boundary around what the system is allowed to know. Define the committee, project, relevant records, and permitted use before information enters an integration. A record gathered for an inquiry does not automatically become an audience contact or a general-purpose AI memory.
Define it in the engagement
Map who can grant access, which project the record belongs to, how corrections propagate, and when information should be removed. Use the private engagement to define the actual controls.
Discuss the actual workflow
Bring the use case to Ananasi. The proposed implementation, access responsibilities, reporting, and support commitments should be specified in the quote before the workflow receives campaign data.