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AI tools: use cases & prompts

Get your personal Monthly outlook with AI

Use Claude or ChatGPT with fynk MCP to see upcoming deadlines and stuck contracts for just your documents and teams.

Written By Sebastian

Last updated About 1 hour ago

The Monthly outlook email covers your whole account. To see only your own contracts and those of your teams, connect fynk to your AI assistant and paste the prompt below.

Available on Essential, Business and Pro · Requires MCP

What you get

  • Cancellation deadlines from today until the end of next month
  • Contracts stuck in signing or review for more than 14 days, with who you're waiting on or what's blocking them
  • Documents added and signed in fynk, last month compared to the month before
  • Contracts ending next month, and whether they renew automatically

Before you start

Connect your AI assistant to fynk as described in Connect AI tools with MCP. The assistant only sees the documents you can access in fynk.

Get your outlook

  1. Open a new chat in Claude, ChatGPT or another assistant connected to fynk.
  2. Copy the prompt below, paste it into the chat and send it.
  3. If the assistant asks to use fynk, allow it.
Using the fynk connector, build my personal contract outlook and show it as an inline visual. If you can't show visuals, use short tables instead.

Scope: only documents I've joined (owner or collaborator) or that are assigned to one of my teams. Get my teams from my user info, look up both groups separately and merge them without duplicates. If you can't work out my scope, ask me before showing anything.

How to get the data
- Start by listing the account's metadata fields. Use: cancellation_notice_date, duration_end_date, renewal_duration, signing_date, review_date, signed_date, created_date. If one doesn't exist, tell me instead of guessing.
- "Stuck" means a document has been in that stage for more than 14 days.
- Only open individual documents for the 3 items shown per section.

What to show
1. Last chance to cancel: cancellation notice dates from today until the end of next month, soonest first. Name, deadline, how long it renews for.
2. Stuck in signing: longest first. For each: who we're still waiting on and how many have signed (e.g. 1 of 3).
3. Stuck in review: longest first. Note any pending approval or what's blocking it.
4. Last month vs. the month before: documents added (uploaded or imported) and documents signed in fynk.
5. For your information: contracts ending next month, split into "renews automatically" (has a renewal duration) and "renewal unknown" (no renewal duration).

How it should look
- Three big numbers on top: cancellation deadlines, stuck in signing, stuck in review.
- One short section per list with an icon heading, max 3 rows: contract name linked to fynk, short details, and a pill on the right (red with the deadline for cancellations, amber with the number of days for stuck items). Then "+ N more".
- The comparison as simple horizontal bars: last month in blue, the month before in grey.
- Leave out empty sections, but show 0 in the top numbers. Clean, sentence case, readable in light and dark mode.

Below the visual, add a few short data caveats only: missing fields, documents without dates, or anything that looks like test data.

In Claude, the outlook appears as a visual in the chat. Other assistants may show it as tables.

Adjust your view

Ask follow-up questions in the same chat, for example:

  • Show the whole account instead.
  • Only show documents of the Sales team.
  • List all stuck documents, not just the top 3.
  • Count documents as stuck after 30 days instead of 14.

Share it with your team

Send this article to your colleagues. Each person connects their own fynk account and gets an outlook based on their own documents and teams.

Good to know

  • Cancellation deadlines and renewals only appear for contracts with a duration and notice period set in fynk.
  • AI assistants can make mistakes. Check important deadlines in fynk before acting on them.
  • Once data reaches your AI tool, its provider decides where it's processed. For guaranteed processing in the EU, use the fynk AI Assistant.

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