Skip to main content
Use this when you have documents, web pages, or text that should become searchable records and relationships in a Penumbra project. The workflow uses Runtime. Open the Shapes MCP only if the catalog does not have a Shape that fits the material.

​
Before you start

  • Name the target project.
  • Gather the material or public URLs.
  • List the records you expect to get from it.
  • Set the maximum extraction cost you are willing to approve.

​
Ask your agent

In the Customer Discovery project, save the Q3 interview material as sources and turn it into structured research records. First check the project and find the best existing Shape. Show me the choice. Save and verify each source before extraction. Then estimate the extraction cost and wait for my approval. After the run, show the records, relationships, supporting passages, and actual cost. Mark anything not supported by the sources as an open question.

​
Steps

1

Check the project and Shape

Inspect the active project and search the catalog. If no Shape can represent the records you listed, stop and create one before extraction.
2

Save the material as sources

Add each document, page, or text block with a recognizable title. If intake returns a receipt, poll that receipt rather than submitting the material again.
3

Quote each source

Retrieve one passage from every source. This confirms that the material—not only its filename—is available.
4

Estimate extraction

Run a dry run and review the source count, token count, estimated credits, and available balance.
5

Approve the paid run

Confirm the source set, Shape, and cost. Start extraction once, then poll the returned run until it completes or fails.
6

Inspect what extraction produced

Open representative records and relationships. Compare their claims with the source passages behind them.
7

Report the final state

State the actual cost and whether the records are live, staged, or waiting for review.

​
Verify

Choose one extracted finding and ask the agent to:
  1. open the complete record;
  2. identify the Shape and record type;
  3. quote the source passage that supports it;
  4. identify any part of the finding that goes beyond the passage.

​
Troubleshooting

  • Source intake is still running: poll the same receipt.
  • The estimate is too high: narrow the source set or stop.
  • No Shape fits: describe the missing records and relationships, then create or fork a Shape.
  • Extraction is still running: poll the existing run; starting another can spend credits twice.
  • The records misread the source: determine whether the Shape or the extraction is at fault before retrying.