Skip to main content
Use capture when you already know the record you want to add. Use extraction when a source still needs to be interpreted into several records.

​
Before you start

  • Check the active project.
  • Inspect the Shape and target record type.
  • Gather the required fields and any source or existing record it should link to.
  • Decide who will approve submission.

​
Ask your agent

In the Customer Discovery project, add this as a research finding: “Enterprise buyers stall on procurement, not price.” Use a workspace named “Procurement finding.” Show me the proposed record, its links, and the validation result. Do not submit until I approve.

​
Steps

1

Inspect the record type

The agent reads the available fields, required fields, and relationships.
2

Open a workspace

It creates one named workspace for the related records and links.
3

Add the proposed record

It captures the finding and connects it to the relevant source or existing records when available.
4

Read and validate the workspace

It shows the complete proposed record and checks required fields, possible duplicates, names, and relationships.
5

Approve and submit

After corrections, submit the workspace. The result states whether the project applied it or sent it for review.

​
Verify

If the record is live, find it and open it by id. If submission is pending, confirm the pending status instead of searching for a record that is not live yet.

​
Troubleshooting

  • Required field is missing: add the value or choose a record type that actually fits the information.
  • Possible duplicate: open the existing record and decide whether to link to or edit it instead.
  • Relationship is invalid: inspect the Shape for the allowed source and target record types.
  • Validation still fails: repair the same workspace and validate again; do not start a duplicate workspace.