Docbots are restless. They work for you 24/7. 

Setting up a new Docbot is as simple as 1. 2. 3

The "Force Majeure" Example

In this example, we are going to create a new Docbot that will be monitoring your documents for any Force Majeure clause on any existing and new document.

When the Docbot finds such a clause, we want it to send an Alert to the Concierge as well as an email.

We will be using the Demo Document set to show this example. 

Step 1: Create a New Docbot


  1. Click "Docbots" in the side menu.
  2. Click the "+" icon to start creating a Docbot.
  3. Select whether the Docbot should apply to Document Tags or Saved Search.
    1. Document Tags: the Docbot will look at the tags inside your documents and act based on the information they provide.
    2. Saved Search: the Docbot will look at your saved searches and act based on the documents listed in those.

In our example, let's select "Document tags".

Step 2: Setup Parameters

  1. Name: What you call your Docbot. Here, set it as "Force Majeure".
  2. Trigger: What triggers your Docbot. Here, set "Clause type" "equals to" "Force Majeure".
  3. Actions: What your Docbot does once it's triggered. Here, set it to trigger an alert with the name "Force Majeure detected!"
  4. Save it. You are done!


TIP: If you want the Docbot to react to new documents only - and not to existing ones - just add an extra trigger/condition: "Document" "is new".

Step 3: Concierge

Once your Docbot is created, it is automatically active. You will see the alerts from your current and/or future documents listed in the Concierge section.

You can edit, remove or deactivate your Docbot at any time in the Docbots section.