How to build a Contract AI Analyst

Workflow Overview

1. Files (Batch Upload)

• Purpose:
  Users upload one or more contract files (PDFs, scans, etc.).

• How it works:
  The node processes each file, including OCR (Optical Character Recognition) for scanned documents, and prepares the text for analysis.

2. Extract Metadata & Clauses (Text)

• Purpose:
  For each uploaded contract, this node uses an AI model to extract and summarize:

  • Contract title

  • Parties involved

  • Effective date

  • Termination date (if present)

  • Key clauses (with titles and text)

• How it works:
  Each contract is processed separately, and the output is a plain-English summary of the key information and clauses.

3. Policy Knowledge Base

• Purpose:
  Provides the company’s policy context for compliance checking.

• How it works:
  This node searches a selected knowledge base (e.g., a PDF of company compliance policies) for relevant policy information to use in the next step.

4. Policy Check (Text)

• Purpose:
  Checks the extracted contract clauses against company policy.

• How it works:
  The AI reviews the contract clauses (from step 2) and compares them to the policy context (from step 3).
  It identifies any policy violations and provides recommendations, in clear, readable text.
  If multiple contracts are uploaded, each is checked and reported separately.

5. Risk Summary & Outputs (Text)

• Purpose:
  Summarizes risks and next steps for each contract.

• How it works:
  The AI takes the extracted contract data and policy check results, then generates a concise risk summary and actionable next steps for each contract.

6. Output

• Purpose:
  Presents the final results to the user.

• How it works:
  The output node displays the risk summaries and recommendations for all uploaded contracts in a user-friendly format.

Summary Table

How the Data Flows

• Files → Extracted Info → Policy Check (with Policy KB) → Risk Summary → Output

In short:
You upload contracts, the AI extracts and analyzes them, checks for compliance against your company’s policies, summarizes risks, and gives you clear, actionable outputs—all in one automated flow.