Create a contract management dashboard with AI

Your contract management workflow gets a lot easier when you can see the KPIs and important data from your contracts all in one place.

In this video, I'm going to show you how to create a working dashboard for a specific set of contracts just by chatting with the AI Assistant.

I have the AI Assistant open here, and before creating the dashboard, I'll start by asking a few questions about my documents. You can ask the AI Assistant pretty much any question about the contracts in your account. I'll start with something simple like, how many service agreements do we have?

The assistant searches through the repository and tells me that I currently have18 service agreements. It also gives me the list of those agreements, and if I click on any of them, it takes me directly to that document.

Now I want to know a little more about them.

I'll ask how much we spend on these agreements per year and who our biggest supplier is.

Again, the assistant searches across those documents and gives me the annual spend, the supplier, and the related contract.

Another useful question is, which of these contracts carry the most risk, and which ones are coming up for renewal in the next six months?

The assistant gives me the agreements with the highest risk scores and also shows me the upcoming renewals.

The risk score here is metadata that I've already set up in my account and assigned to these agreements. So this is already useful when I just want a quick answer about a specific group of contracts.

But what I really want is a visual dashboard where I can keep an overview of all this information. So I'll ask the AI assistant to create a dashboard for these18 service agreements.

First, it asks me what I want to call the dashboard. I'll give it a name.

Then it asks who the dashboard should be available to. You can make it personal, share it with a specific team, or make it available across the whole account. For this example, I'll choose an account wide dashboard.

Once it's created, the assistant gives me a link to the new dashboard. I can see which contracts are expiring, contract values, documents by stage, documents by team, and the parties involved.

There's also a document calendar here, which gives me a view of important dates coming up across these contracts.

And if something is missing, I can simply ask the assistant to add more.

A lot of useful metadata is already available in fynk.

That includes standard information like creation date, signing date, effective date, expiration date, and other document details. But you can also create your own metadata if you need something specific for your internal contract management. So from here, you can keep adjusting the dashboard based on the information you actually want to monitor. And that's really the main benefit. Instead of repeatedly searching through documents, exporting data, or rebuilding reports, you can create a dashboard around the exact contracts and criteria you care about. And because the dashboard is based on the contract data and metadata already available in fynk, you can turn that information into something much easier to monitor and act on.

That's how you can create and customize a contract dashboard using the fynk AI Assistant.

I hope this was useful. See you in the next video!