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Creating an Extraction Agent (Coming Soon)

Extraction Agents automate the process of extracting specific information from your contracts and populating custom properties. Create an agent in three simple steps to start automating your document property extraction. The agent creation process uses conversational AI to understand your extraction needs and build a custom automation tailored to your requirements.

Agent Creation Flow:

Step 1: Define Your Objective (Context Gathering)


Begin by describing what you want to extract from your contracts:

  1. Navigate to the Agents page from the left-hand menu
  2. Click "Create Agent" to open the agent builder
  3. The AI assistant will ask questions about your extraction needs:
    "Hey, I'm your AI co-pilot. Let me help you build this property.
    First — tell me what you're trying to extract and how you'll use it."
  4. Provide clear, specific answers to help the AI understand your requirements
  5. Once sufficient context is gathered, the "Objective" section displays a "Validated" badge
  6. Proceed to Step 2.

Screenshot 2026-02-12 at 4.06.16 PM


Best Practice Tips:

  • Be specific about the property name (e.g., "Governing Law" rather than just "law")
  • Describe the expected format (e.g., "State name as text" or "Date in MM/DD/YYYY format")
  • Explain context (e.g., "Extract renewal date to track contract lifecycle")

Step 2: Configure Document Property

The system checks for existing similar properties in your account:

If Matching Property Found:

  • Review the existing property displayed
  • Choose one of three options:
    • Use existing property (recommended to maintain consistency)
    • Modify the existing property definition
    • Create a new property with different specifications

If No Match Found:

  • The AI generates a property suggestion based on your context
  • Review the PropertyCard displaying:
    • Property name
    • Property type (text, date, number, multi-select, etc.)
    • Values (for select/multi-select types)
  • Edit any field as needed
  • Click "Validate option" to save
  • The property is immediately created in your account and available in Settings > Properties
  • The "Document Property" section displays a "Validated" badge
  • Proceed to Step 3

Screenshot 2026-02-12 at 4.08.27 PM

Screenshot 2026-02-12 at 4.08.40 PM

 

Step 3: Test Extraction (Property Test Results)

Validate your agent's accuracy before deployment:

  1. The AI asks: "Which contracts should I test on?"
  2. Browse and select from existing contracts (up to 10 documents maximum)
  3. The system runs extraction on your selected contracts
  4. Review the preview results table showing:
    • Contract Title
    • Extracted Value
    • An information icon showing the extraction rationale
    • A direct to the extracted document for additional review
  5. AI Assistant will ask: "Are you satisfied with these extraction results and ready to save your agent?" - If yes, the agent will be ready for creation

After Creation:

  • Agent saved with Status = "Draft"
  • Agent appears in the Agents table immediately
  • Confirmation message: "Agent created! Configure scope and trigger from the Agents table."
  • The property is still available in your Properties menu
  • Navigate to the Agents table to configure deployment scope and activate

Important Notes:

  • Agents remain in "Draft" until deployment scope is configured
  • Test results are saved with your agent for reference
  • You can return to edit configuration at any time from the Agents table
  • Maximum 10 documents for testing to ensure focused validation
  • Properties created during agent setup are immediately available across Concord

Common Use Cases:

  • Extract governing law from contracts
  • Identify renewal dates for lifecycle management
  • Pull payment terms for financial tracking
  • Extract compliance clauses for risk assessment
  • Capture custom fields specific to your business needs