Appearance
Color theme
Appearance
Bring a result into the discussion where the investment team works.
Keep the discussion tied to its team and channel. Separate reading a scoped request from posting a saved result. Use the result ID to retain the comparison context.
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.