Sources, Integrations, and Evidence Foundation
Meeting — Context
On this page
Navigation: Home → Meetings → select a meeting → Context
Primary audience: users permitted to view the meeting and linked business records
Purpose
Context explains which business objects and prior evidence were used to interpret the meeting. It connects the conversation to accounts, opportunities, projects, SOWs, contracts, plans, calendars, email, documents, stakeholders, and recent interactions, while exposing contradictions and missing context.
Summary indicators
Linked business objects counts resolved objects. Source recency states how much supporting context was recently updated. Context conflicts counts contradictions and marks those affecting the critical path. Missing context identifies absent owners or current versions. Relevant stakeholders shows people connected to the meeting outcome and their role.
Context graph and business objects
The principal object cards show current state and material facts for the selected project, account, opportunity, contract or SOW, and other linked records. Opening an object continues to its authorized workspace. Relationships explain why each object is considered relevant.
Cross-source contradictions
The contradiction panel compares incompatible dates, versions, ownership statements, acceptance conditions, or scope facts. Each contradiction shows sources, business impact, severity, and required resolution. It does not automatically select a truth when authority or recency is insufficient.
Recent interactions and stakeholders
Recent interactions is a chronological view of relevant email, meetings, calendar changes, and document updates before the meeting. Stakeholders & influence shows role in the outcome, decision authority or dependency ownership, engagement, and evidence supporting the relationship. It does not infer personality.
Required context actions turns evidence gaps into concrete tasks such as resolve a date contradiction, confirm the canonical plan, or link the current template.
Actions
- Refresh context requests the latest permitted source data.
- Export context creates a governed context summary.
- Open linked objects, interactions, stakeholders, and source evidence.
- Resolve a contradiction by selecting or obtaining an authoritative source.
- Link or unlink an incorrectly resolved object with a reason.
- Assign missing ownership or request the current version.
Recommended procedure
Before acting on a high-impact finding, review critical contradictions and missing context. Prefer an authoritative current source, but retain conflicting evidence until resolved. Refresh only when source recency is insufficient for the decision.