Create a contract management dashboard with AI | fynk

Create a contract management dashboard with AI

Describe the contracts you want to track and fynk AI builds the dashboard. Widgets, filters and layout all change by asking.

Video transcript

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 have 18 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 these 18 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.

The goal

Get a dashboard for one set of contracts without building it by hand.

How it works

Creating the dashboard is one prompt

Tell the AI Assistant which contracts the dashboard should cover and what you want to track. It asks for a name and who it should be available to, then gives you a link to the finished dashboard.

Create a dashboard for all [document type] with [metric], [metric] and [metric].

Decision 1

Ask your questions before you build anything

Start in the chat. Ask how many contracts of a type you have, what they cost per year, who the biggest counterparty is, which ones carry the most risk, what renews next.

The answers come back as lists, and each entry opens the document it came from. The questions you find yourself asking twice are the ones worth turning into widgets.

Decision 2

Point the dashboard at one set of contracts

A dashboard covers a defined set of documents, not everything in the account. Describe that set the way you would describe a filter: a document type, a tag, a team, a counterparty, a stage, or a date range.

Decision 3

Decide who it is for

A dashboard can be personal, shared with one team, or available across the whole account. The Assistant asks which before it creates anything.

Decision 4

Choose what each widget shows

A new dashboard arrives with the usual widgets: expirations, contract value, documents by stage, documents by team, and the counterparties involved. There is also a document calendar for the dates coming up across the set.

Decision 5

Track your own metadata

Widgets read the metadata on your contracts. Standard fields like creation, signing, effective and expiration date are on every document already, and you can add your own for anything specific, such as a risk score or a renewal owner.

Decision 6

Change it by asking

Nothing about a dashboard is fixed once it exists. Add or remove widgets, rearrange the layout, rename it, or make it the one you land on.

What makes it fast?