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Use this before capture or extraction when the project does not already have a Shape for the job. Search the catalog before creating a new one.

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Before you start

  • Check the active project.
  • Describe the records and relationships the job needs.
  • Decide who will approve adding the Shape.

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Ask your agent

Find the best available Shape for customer discovery research. Compare the strongest matches by the records and relationships they support. Wait for my approval before adding one. After adding it, inspect the Shape and show me the fields the next workflow can use.

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Steps

1

Search the catalog

The agent lists available Shapes, then searches using the language of your job.
2

Compare the best matches

It shows how each candidate would represent the records you need. Reject a Shape that only matches by name.
3

Approve one Shape

Confirm the active project and the selected Shape before it is added.
4

Add and inspect it

The agent adds the Shape, refreshes project status, and reads its actual types, fields, and relationships.

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Verify

The active project should list the new Shape, and the agent should be able to name the exact record types and fields it will use next.

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Troubleshooting

  • No close match: list the missing concepts and create a Shape.
  • Added to the wrong project: stop. Changing the active project does not move the Shape.
  • Two candidates look similar: inspect both before choosing; do not create a duplicate to avoid the comparison.