1) See the context the template already ships

The template was written to be read by an agent, so most of the context layer exists before you write anything:

• Column descriptions and checks - every asset declares its full schema with types, descriptions, and checks. On BigQuery, metadata_push also publishes the descriptions to the dataset.
• meta on every report - the grain, the questions the table answers, whether it holds personal data, and agent_notes such as "work the queue newest first and read each description before acting"
• quickbooks/AGENTS.md - the agent guide: which table answers which question, how MRR, net burn, runway, and DSO are defined, and three workflows (month-end review, categorizing transactions, and duplicates and anomalies)

Generate a browsable version of the same definitions to see what the agent sees:

bruin docs quickbooks -o quickbooks-docs.html
open quickbooks-docs.html