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      AI Extract - Custom Data Extraction

      This article will walk you through how to use AI Extract to extract your custom fields from your contracts.

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        Estimated Read Time: 5 minutes

      Sections in this article:

      Overview

      AI Extract allows you to extract custom fields directly from your contracts. This simplifies contract creation by automatically populating mandatory fields with extracted information.

      Add New Custom Data Fields to Extract Data

      1. From the navigation menu, expand the Settings option, then click Configuration.
      2. Click Custom Data.
      3. If you have an existing custom data group, click to access it, otherwise add a new custom data group. For a refresher on how to create custom data groups and custom fields, please refer to the Configure Custom Data article.
      4. Enter a unique label for the field.
      5. Select the field type. 
      6. Check the Extract Data checkbox.
        1. If an AI extract field with the same name already exists, Gatekeeper will notify you.
      7. Add Custom AI Instructions (prompts) to provide AI with context.
      8. Add in the Option(s). 
      9. Complete the optional fields as needed.

      AI Extract supports the extraction of the following custom field types from contracts:

      • Dropdown list
      • Multi-line text
      • Single line text
      • Integer
      • Date
      • Yes/No
      • Dependent fields(fields based on answer "Yes/No")

      Custom Data Field - AI Extract

      Create a Contract with Extracted Custom Data Fields

      1. From the navigation menu click AI Extract.
        1. As your extraction preferences are being processed, you will see a notification at the top of your AI Extract page.

      2. Upload your document to AI Extract. For a refresher on how to create contracts using AI Extract, please refer to our Create Contracts Using AI Extract article.
      3. Click the contract that is Ready for Review. Here, you'll see the regular extracted core data at the top, but with the addition of an AI Extract Custom Fields section.
      4. Click to expand the AI Extract Custom Fields section to view all the extracted custom data fields from the uploaded contract.
      5. Click to expand the Owners and RAG Status sections and complete the fields manually.
      6. Click Create Contract.

      Any items with the green sparkle icon to the right indicates that the data came from extracted contract data. 

      AI Prompt Library

      The following table is a collection of possible custom fields, custom field types, and custom AI instructions to help you get started:

      Custom Fields used in creating the contracts

      Custom Field type

      Helpful Prompts
      Ability to Assign Dropdown list, single pick. (Options: Yes, No, With prior written consent) Choose from a dropdown list. "yes" if the parties are free to assign their rights or obligations under the contract; "no" if assignment is explicitly prohibited; "yes, with prior written consent" if assignment is allowed only by prior written consent.
      Data Protection Clause Present Yes/ No Any clause that outlines the parties' obligations on handling, processing, and protecting personal or sensitive data.
      Data Protection Clause Multi-line text Any clause that sets out the obligations of the parties regarding the handling of data protection.
      Payment terms Dropdown list, single pick. (Options: 10 days, 15 days, 30 days, 60 days, 90 days) Select the number of days within which the invoice should be paid. For example, selecting 30 days means the payment is expected within 30 days of the invoice date. Choose the correct answer from the proposed dropdown list.
      Intellectual Property Rights Clause Present Yes/ No Search if the contract contains 'Intellectual Property Rights' clause that outlines the rights of the parties concerning IP, which may include copyrights, patents, trademarks, trade secrets, and other proprietary materials.
      Intellectual Property Rights Clause Multi-line text Copy paste the paragraph that mentions intellectual property rights.
      Governing Law Single-line text Search for the 'Governing Law' clause that determines which region's or country’s laws will govern any disputes or questions of interpretation arising under the contract.
      Jurisdiction Legal Authority Single-line text Search for 'Jurisdiction' clause that refers to the authority of a specific court or legal body to hear and resolve disputes arising from the agreement. It determines where legal proceedings will take place if a conflict arises between the parties.
      Non-Compete Clause Multi-line text Search for 'Non-Compete' clause within the contract, copy and paste the clause into the free text custom field.
      Non-Solicit Clause Multi-line text Search for 'Non-Solicit' clause that is contractual provision that prohibits one party from directly or indirectly soliciting the employees, clients, or customers of the other party for a specified period of time, typically during the agreement.
      Retention Period for auditing purposes. Integer Search for 'Retention Period' clause that refers to the length of time certain records, documents, or materials related to the agreement must be kept by one or both parties.
      Payment Due Date Date Search for specific payment due date
      Force Majeure Clause Present Yes/No Is there a "force majeure" clause in the contract?

      Search for and fill in the force majeure paragraph found within the contract.
      Force Majeure Clause Multi-line text Search for and fill in the force majeure paragraph found within the contract.
      Indemnification Present Yes/ No Search for indemnify or indemnification and find if indemnification clause is present in the agreement or is there an indemnification clause present in the contract?
      Indemnification Clause Multi-line text Copy and paste the whole Indemnification paragraph.