Extract Details from Attached File
Use case
Extract contract signee name, signed date and contract value from an attached contract file
Prompt
Search the attached files for SaaS contracts. Identify the document containing the signed SaaS contract and extract the following information:
Contract Value: The annual payment amount specified in the contract (e.g., ‘$10,000 annually’).
Signed Date: The date when the contract was signed.
Signee Name: The name of the person who signed the contract.
Important requirements:
Search Scope: Analyze only attached documents saved to the Company record. Ignore unrelated documents or general notes.
Specific Information: Focus on the payment or contract value section of the contract. Provide the amount and currency as specified.
Concise Output Format: Provide the results in the following format:
Contract Value: [Value]
Signed Date: [Date]
Signee Name: [Name]
Fallback for Missing Data: If the contract value or any other field is not found, explicitly state: ‘No [field] found in the contract.
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