Start with the evidence
State the relevant document, period, currency and intended reader. Include only the source information needed for the task through the appropriate workspace, without adding passwords or unrelated private data.
Work through the example
A summary for the September reviewer needs the September scope and open items. Without that context, a fluent answer may mix periods or describe a broader task than the source supports.
Make the next step clear
Check whether the response stayed within the supplied context. Correct missing or ambiguous inputs before relying on a rewritten answer to solve the underlying uncertainty.
Keep the source context
Doviria’s unnamed AI agent helps with accounting work, document drafts and finding information. The examples are ways to frame and review a task, not a list of guaranteed tools, autonomous actions or supported external systems.