Before you start
- Check the active project.
- Identify the source or collection.
- Inspect the Shape and the record types it can produce.
- Set the maximum cost you are willing to approve.
Ask your agent
Estimate the cost to extract the source “Q3 customer interviews” through the Research Shape. Show me the source count, token count, estimated credits, and available balance. Wait for my approval before spending credits. After the run, show me the records and relationships it produced and quote the source passages behind representative findings.
Steps
1
Confirm the source and Shape
The agent resolves the source, inspects the Shape, and states which record types it expects to produce.
2
Run the estimate
It performs a dry run and reports the source count, token count, estimated credits, and available balance.
3
Approve the paid run
Confirm the source set, Shape, and estimate before extraction begins.
4
Start once and follow the run
The agent starts extraction once and checks the returned run handle until it completes or fails.
5
Inspect the output
It reports the actual cost, opens representative records, and follows their source references.
Verify
Open one extracted record and quote the source passage behind it. Also confirm whether the run made the records live, staged them, or sent them for review.Troubleshooting
- No suitable Shape: add one from the catalog or create one before retrying.
- Estimate is too high: narrow the collection or stop.
- Run is still active: keep checking the same run; do not start another paid extraction.
- Result says staged or pending: report that state instead of calling the records live.
- Record does not match the source: decide whether the Shape or the extraction caused the mismatch before rerunning it.
Tool trace
Tool trace