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Use a source when you need to preserve original material for later retrieval, quotation, or extraction. Adding a source does not require a Shape.

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Before you start

  • Check the active project.
  • Choose a title people will recognize later.
  • Decide whether you are saving text, a public URL, or a file.
  • Keep extraction separate unless you want the agent to interpret the material now.

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Ask your agent

For a public page:
Save this page as a source in the active Penumbra project: https://example.com/report. Do not extract it. Tell me when it is ready and give me the source title and id.
For text in the conversation:
Save the following as a source titled “Customer interview — July 21.” Preserve the wording exactly and tell me when it is ready: [paste the text]

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Steps

1

Confirm the project

The agent checks where the source will be saved.
2

Add the material

It submits the text, public URL, or uploaded file with the title you chose.
3

Follow the receipt when needed

A slow URL may return a tracking receipt. The agent checks the same receipt until the source is ready instead of submitting the URL again.

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Verify

Ask the agent to quote one specific passage from the source. A source title proves that the item is listed; a direct quote proves that its contents are available.

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Troubleshooting

  • The page requires a login: paste the content or upload a file; Runtime cannot fetch a private page through its public URL.
  • The receipt still says processing: keep checking the same receipt.
  • The file requires upload: complete the signed upload step, then give the returned storage path to the agent.
  • The source went to the wrong project: switch to the correct project and add it again. Changing projects does not move the first copy.

Extract the source

Turn the saved material into records and relationships through a Shape.