# Sources

<!-- BEGIN GENERATED: guide-map -->
## Guide map

Read only the section needed for the next decision. Line ranges are exact
for this generated runtime target.

| Section | What it covers | Lines |
| --- | --- | --- |
| [Purpose](#purpose) | Scope, ownership, and the central operating question. | 21-30 |
| [Use This When](#use-this-when) | Tasks and conditions that belong in this guide. | 31-40 |
| [Do Not Use This For](#do-not-use-this-for) | Boundaries and the correct routes for excluded work. | 41-60 |
| [Mental Model](#mental-model) | Concepts and state boundaries needed for correct operation. | 61-69 |
| [Source Class Router](#source-class-router) | Operating guidance and contracts for this section. | 70-85 |
| [Risk And Side Effects](#risk-and-side-effects) | Effects, approvals, cost, privacy, and retry boundaries. | 86-100 |
| [Verification](#verification) | Evidence required before reporting success. | 101-107 |
| [Related References](#related-references) | Adjacent boundaries and when to cross them. | 108-122 |
<!-- END GENERATED: guide-map -->

## Purpose

Use this only to classify ambiguous source-shaped work. In Verbiflow, "source"
can mean an acquisition source, a workflow source, a sequence source, or a
report source. Those are different boundaries with different risks.

After classification, leave this file and open the owning reference. Do not
execute provider, CRM, LinkedIn, web, host, enrichment, sequence staging,
workflow, or report calls from this file.

## Use This When

- The user says "source", "source rows", "input rows", "audience source",
  "source preview", "source window", "report source", or "upload this as a
  source" and the owning reference is not obvious.
- You need to decide whether the next reference should be acquisition,
  workflow checkpointing, sequence staging/preview, or report construction.
- You are concerned that an agent might confuse source discovery with sequence
  source staging or workflow source checkpointing.

## Do Not Use This For

- Choosing or running provider-backed people/account/company discovery. Use
  `audience_discovery.md`.
- CRM schema, object, association, owner, active-customer, or deal-suppression
  work. Use `crm.md`.
- Public web extraction/search. Use `web.md`.
- Authenticated or managed browser-provider sessions. Use `host_browser.md`,
  then the provider-specific guide.
- Workflow source windows, cursors, object memory, or replay semantics. Use
  `workflow_sources.md`.
- Sequence source upload, source preview, staged audience rows, AI filters,
  source audience suppression, publish, or send. Use `sequences.md`,
  `sequence_authoring.md`, and `safety.md`.
- Local row shaping after acquisition. Use `row_operations.md`.
- Artifact paging, export, job waiting, or durable artifact handoff. Use
  `artifacts_jobs.md`.
- Final Play UI/report inputs. Use `workflow_reports.md`.
- Exact SDK function lookup after routing fails. Use `discovery.md`.

## Mental Model

| Source Meaning | What It Means | Leave For |
| --- | --- | --- |
| Acquisition source | Rows or artifacts created from CRM, people search, company discovery, funding evidence, LinkedIn evidence, public web, places, Clay, Crunchbase, or other provider-backed discovery. | `audience_discovery.md`, then `crm.md`, `web.md`, `linkedin.md`, `places.md`, `host_browser.md`, `clay.md`, `crunchbase.md`, or `funding.md` |
| Workflow source | A checkpointed source step inside a generated Workflow Play root, including source windows, cursors, object memory, and replay/reset behavior. | `workflow_sources.md`, `workflow_operations.md` |
| Sequence source | A sequence source/ingress where rows are uploaded, staged, previewed, filtered, promoted, published, or sent. | `sequences.md`, `sequence_authoring.md`, `safety.md` |
| Report source | Local rows, artifacts, or workflow tables passed into a generated Play UI/report. This is not backend `/plays` sync by itself. | `workflow_reports.md`, `artifacts_jobs.md`, `row_operations.md` |

## Source Class Router

| If The User Means | Read Next | Why |
| --- | --- | --- |
| "Find companies/people/accounts/signals" | `audience_discovery.md` | Owns provider-backed acquisition strategy and source jobs. Use `funding.md` for recent funding evidence. |
| "Pull rows from CRM" | `crm.md` | Owns CRM schema, objects, associations, and suppression inputs. |
| "Search/extract public web" | `web.md` | Owns Bridge-backed web jobs and policy/credit behavior. |
| "Use local browser/provider state" | `host_browser.md`; use `web.md` for explicit URL capture/screenshots | Owns saved sessions, live Chrome/DOM, LinkedIn browser state, and local host actions. |
| "A workflow source did not refresh" | `workflow_sources.md`, `workflow_operations.md` | Owns checkpoint freshness, object memory, reset/replay, and run state. |
| "Upload/stage/preview a sequence source" | `sequences.md`, `sequence_authoring.md`, `safety.md` | Owns sequence source state, mappings, preview, publish, and send gates. |
| "Shape already-acquired rows" | `row_operations.md` | Owns deterministic row/CSV operations after source acquisition. |
| "Page/export/wait for source job results" | `artifacts_jobs.md` | Owns `job_id`, `artifact_id`, rows, streaming, and export lifecycle. |
| "Build the Play UI from rows/artifacts" | `workflow_reports.md` | Owns report source inputs and final local Play UI output. |
| "Sync the workflow Play to backend `/plays`" | `workflow_schedules.md` | Owns daemon/manual workspace Play sync; this is not source acquisition. |
| "I cannot find the SDK surface" | `discovery.md` | Owns metadata/source lookup after routing docs fail. |

## Risk And Side Effects

This file does not authorize execution. Use it only to pick the owning
reference. The owning reference must decide whether the next action is local
work, a platform read, a credit/provider job, sequence staging, Play snapshot
sync, publish/send, or purchase.

Two common mistakes this file exists to prevent:

- Treating sequence source staging as audience discovery. Staging mutates
  platform source state and must go through `sequences.md`.
- Treating workflow source checkpoint state as provider freshness. Workflow
  source behavior belongs to `workflow_sources.md`; a completed source step
  does not rerun just because code changed.

## Verification

Before leaving this file, state the selected source meaning and the next
reference.
If you cannot classify the work into acquisition, workflow, sequence, or report
source, use `discovery.md` instead of inventing a hidden helper.

## Related References

| If You Are Doing This | Read Next |
| --- | --- |
| Provider-backed people/account/company discovery | `audience_discovery.md`; use `funding.md` for recent funding evidence |
| CRM rows, properties, associations, owners, deals, or suppression inputs | `crm.md` |
| Public web source jobs | `web.md` |
| Local browser-backed provider work | `host_browser.md` |
| Workflow source windows and checkpoints | `workflow_sources.md` |
| Existing workflow run/repair, then Play sync | `workflow_operations.md`, then `workflow_schedules.md` |
| Sequence source staging, preview, publish, or send | `sequences.md`, `sequence_authoring.md`, `safety.md` |
| Row shaping after acquisition | `row_operations.md` |
| Artifact/job result lifecycle | `artifacts_jobs.md` |
| Final generated Play UI/report source inputs | `workflow_reports.md` |
| SDK metadata/source lookup | `discovery.md` |
