> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pnbr.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Capture a new record

> Add a fact, finding, decision, or relationship to a workspace, validate it, submit it, and read the result.

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](/runtime/orient).
* 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

<Steps>
  <Step title="Inspect the record type">
    The agent reads the available fields, required fields, and relationships.
  </Step>

  <Step title="Open a workspace">
    It creates one named workspace for the related records and links.
  </Step>

  <Step title="Add the proposed record">
    It captures the finding and connects it to the relevant source or existing records when available.
  </Step>

  <Step title="Read and validate the workspace">
    It shows the complete proposed record and checks required fields, possible duplicates, names, and relationships.
  </Step>

  <Step title="Approve and submit">
    After corrections, submit the workspace. The result states whether the project applied it or sent it for review.
  </Step>
</Steps>

## 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.

<Accordion title="Tool trace">
  ```text theme={null}
  penumbra_status
  → penumbra_introspect
  → penumbra_workspace_open
  → penumbra_capture
  → penumbra_workspace_read
  → penumbra_workspace_validate
  → approval
  → penumbra_workspace_submit
  → penumbra_read
  ```
</Accordion>