Introduction to the AI Layer

This article provides an overview of AI Extract™, AutoBuild™, and AI Train™, outlining the simple steps to leverage these features.

Discover:

What is AI Extract™?

Gatekeeper's AI Extract™ feature can be utilised within all plans to create new contract records and enables you to automatically extract the key metadata from your PDF contract documents, leveraging machine learning to match this insight with your existing predefined data structure. 

AI-Diagram-3-1

What is the benefit of using AI Extract™?

Using AI Extract™ to process and extract data from your legacy and future documents provides enormous benefits to your organisation by saving time, reducing manual work, boosting compliance and removing the data duplication issues that are normally associated with manual data entry.

How do I activate AI Extract™?

To turn on  AI Extract™ functionality, navigate to the "Configuration" menu after expanding "Settings" along the left side navigation panel. 

    Settings | Configuration Menu

Then click on AI Layer, and toggle on the AI Extract™ feature. 

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    Enable | AI Extract

Once enabled, you'll see the AI Extract menu option within the left side navigation panel. 

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Note: You may need to refresh your browser screen in order to see the new "AI Extract" menu option once enabled. 

What is AutoBuild™?

The AutoBuild™ functionality in Gatekeeper automatically builds a Supplier record from the submitter’s email address or website URL when utilising a Touchless Contract Workflow Form or adding a record manually from the user interface, saving valuable time for the system users. 

Touchless Contract Form

Touchless Contract Form | AutoBuild

Add Supplier

From the Supplier repository in Gatekeeper, click the green "ADD" button and select the option for "Supplier AutoBuild" once enabled. 

ADD | AutoBuild Supplier

AutoBuild | Supplier

How do I activate AutoBuild™?

To activate the AutoBuild™ functionality in Gatekeeper, navigate to the "Configuration" menu after expanding "Settings" along the left side navigation panel. 

Settings | Configuration Menu

Then select the "AI Layer" link. 

Configuration | AI Layer

From the next screen, toggle on the AutoBuild™ option to enable. 

Enable | AutoBuild

What is AI Train™?

AI Train™ functionality in Gatekeeper offers a mechanism for defining commonly used terms for AI Auto-Match™, easily identifying core objects such as Entity and Contract Type. This makes the process even faster when creating new contracts through AI Extract™. 

How do I use AI Train™?

To access our AI Train™ engine, navigate to the "Configuration" menu after expanding "Settings" along the left side navigation panel. 

    Settings | Configuration Menu

Then click on AI Layer, and toggle on the AI Extract™ feature. 

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To get started with AI Train™, click the green "ADD" button next to Entity and/or Contract Type. 

Entity | AI Train

Contract Type | AI Train

In the field "Host" enter your standard name.

AI Train™ Example

As an example with Contract Type, your standard name might be the acronym, 'SoW' for 'Schedule of Work'.  Enter all of the aliases of 'SoW' into the "AI Auto-Match™ value" field as shown below. 

AI Train ExampleSelect "Save" when done. 

Note: For Contract Type, the 'Host' options will display previously configured items only. To read more about adding other Contract Type options, click here.  

When complete, your configuration of AI Train™ will include helpful terms that guide AI Extract™ in identifying the best match, streamlining the contract creation process. 

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Note: For best results when using AI Extract™, enter in your AI Auto-Match™ values before the contract creation process. 

 

If you require further assistance, please reach out to your Customer Success Manager or engage our Global Support Team.