This article provides an overview of AI Extract™ & AI Train™, outlining the simple steps to leverage these features.
Estimated Read Time: 3 minutes
Sections in this Article
AI Extract
What are the benefits of AI Extract
AI Train
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.
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.
Then click on AI Layer, and toggle on the AI Extract™ feature.
Once enabled, you'll see the AI Extract menu option within the left side navigation panel.
Note: You may need to refresh your browser screen in order to see the new "AI Extract" menu option once enabled.
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.
Then click on AI Layer, and toggle on the AI Extract™ feature.
To get started with AI Train™, click the green "ADD" button next to Entity and/or Contract Type.
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.
Select "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.
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.