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Prepare a source-backed discussion without losing the saved comparison.
Keep drafting and sending as separate steps. Identify the permitted mailbox, intended recipient, and saved result. Review the message and its attachments before sending.
Keep the external source ID, version or as-of date, the fields used, and the associated MINT record. Do not silently combine records by matching names or equal totals.
Scope reads to the records needed for the task. External writes, messages, and financial actions are separate deliberate operations with their own access scope. Local files remain a usable starting point.
Read the related workflow or return to all integrations.