Client context is the durable business memory Flowglad can retrieve: engagement scope, operating history, working notes, source files, records, analyses, and approvals.
Connected systems provide data and files from ledgers, payroll, banking, email, spreadsheets, practice-management tools, and browser-only applications.
Pages organize workspace memory. Page updates should preserve source references so generated analysis can be traced back to records, files, or prior page context.
Automations use workspace context to prepare recurring analysis and operational work. They should stay reviewable when the result affects another system or a client-facing output.
Proposals are draft actions with rationale, evidence, and review state. They let teams inspect what Flowglad intends to do before sensitive changes are posted or sent.
