AI Extract in Workflows

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  Estimated Read Time: 5 minutes

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Sections in this article: 

• Which fields can be extracted using AI Extract?
• Create Workflow Cards using AI Extract
  • Configuration
• Submit Requests Dashboard
  • Configuration
• Associate Extracted Files with eNegotiate

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Introduction

You can leverage AI within Gatekeeper workflows to automatically capture data from uploaded files, populate core contract data, and eliminate manual data entry.

Create Workflow Cards using AI Extract

You can use AI Extract directly in a workflow to create a card, by uploading a file into a workflow start phase. To create a card using AI Extract:

1. Navigate to the start phase of the relevant workflow.
   1. Click Browse to search for and upload a file, or
   2. Drag and drop a file into the box.
2. Click Extract Files. The file will then be processed, and you can leave this page if required. You will receive a notification email when the processing is complete.
3. Click on the card to open it. The sidebar will contain:
   1.  A preview of the document, allowing you to zoom in/out and search:
   2. An extraction summary, displaying which data has been extracted for each field:
4. Click Review AI Extract.
5. Update the fields as required, and complete any fields that haven't been extracted.
6. Once finished:
   1. Click Save to save your changes and keep the card in the start phase to return to later.
   2. Click Submit to save your changes and submit the card to the next phase in the workflow.

Configuration

To allow users to create cards using AI Extract, follow the below configuration steps:

1. From the navigation menu, click Workflows then click the relevant workflow to open it.
2. Click the first phase of the workflow to edit it.
   
3. Click the Form Access section, then select the Create Card from Contract checkbox within the AI Extract section.

Submit Requests Dashboard

If you have the Employee Portal add-on module, users can leverage AI Extract from the Submit Requests dashboard.

Click through the demonstration or follow the steps below to learn more:

To submit a request:

1. From the navigation menu, click Submit Requests.
2. From the Company Forms section, click Submit Form on the relevant form.
3. To upload a file:
    
   1. Click Browse to search for and select the file, or
   2. Drag and drop the file into the box.
4. Click Extract Files. The file will then be processed, and you can leave this page if required. You will receive a notification email when the processing is complete.
5. Once the processing is complete, you can review the metadata that has been extracted. The sidebar will contain:
   1.  A preview of the document, allowing you to zoom in/out and search:
   2. An extraction summary, displaying which data has been extracted for each field:
6. Click Review AI Extract.
7. Update the fields as required, and complete any fields that haven't been extracted.
8. Once finished:

1. 1. Click Save to save your changes without submitting the request, allowing you to return to it later.
   2. Click Submit to save your changes and submit the request.

Configuration

Associate Extracted Files with eNegotiate

The document extracted using AI can be used as the eNegotiate draft. Users can select the uploaded file from the File linked to this card dropdown list when the following actions are enabled on a workflow phase:

• Create Contract and associate a Contract Master Draft
• Associate a Contract Master Draft

The file used for AI Extract will be marked with the following icon .