Introduction 👋
The AI Assistant helps you work with fynk using natural language. Instead of navigating through menus or searching for the right feature, simply describe what you would like to do. Whether you want to find contracts, understand document content, organize your repository or create new documents, the AI Assistant supports you directly within fynk.
💡 Think of it as a knowledgeable colleague who already knows your workspace and helps you complete tasks faster.
✨ Accessing the AI Assistant
You can access the AI Assistant in two ways:
fynk AI in the left sidebar opens the full AI Assistant and is ideal for longer conversations and more complex tasks
Click the ✨ icon in the bottom-right corner to open the Assistant while continuing to work on your current page. This is perfect for quick questions without leaving your workflow.
⚙️ Getting started
Working with the AI Assistant is simple:
Open the AI Assistant.
Describe what you want to achieve in natural language.
Review the response and continue the conversation if needed.
You don't need to know which button to click or where a feature is located - just explain your goal or try out our suggestions.
💡 Get inspired
Not sure where to start? Here are some example prompts to help you discover what the AI Assistant can do.
🔍 Find information
Which contracts expire next month?
Show me all unsigned contracts.
Which contracts are currently waiting for approval?
Find all NDAs in our repository.
Show me contracts signed during the last three months.
📄 Understand your documents
Summarize this contract.
Explain the termination clause.
What are the payment terms?
Does this contract contain a liability cap?
What metadata fields are available for this document?
🔎 Search across your workspace
Which contracts contain an automatic renewal clause?
Show me contracts mentioning GDPR.
Which customer contracts include a logo usage clause?
Find all supplier agreements.
✍ Create & update documents
Create an NDA from my template.
Add John Doe as signatory.
Set the contract value to €12,000.
Move this contract to the Signing stage.
🏷 Organize documents
Tag all contracts with Demo Inc. as "Key Account".
Assign all contracts currently in review to the Legal team.
Update the owner of all supplier contracts.
📊 Reporting & dashboards
Create a dashboard for contracts expiring this quarter.
Build a dashboard showing contracts by owner.
Create a dashboard based on payment terms.
These examples are only a starting point - the AI Assistant can support you with many other tasks as well.
💬 Tips for getting the best results
🎯 Describe your goal
Instead of thinking about which feature to use, simply explain what you want to achieve.
Instead of: "Show contracts"
Try: "Show all supplier contracts expiring within the next 30 days."
The more context you provide, the more precise the result will be.
📖 Start a new chat for each topic
To keep conversations focused and responses accurate, we recommend starting a new chat for each new topic or task.
This helps the AI Assistant stay focused on the current task and provides more precise answers.
💡Tip: Use a chat to review a contract and start a new chat to create a new document.
🗣️ Continue the conversation
If the first answer isn't exactly what you were looking for, simply continue the conversation.
For example:
Which contracts expire next month?
↓
Only show customer contracts.
↓
Sort them by expiration date.
The AI Assistant remembers the context within the current conversation and can refine its responses accordingly.
☝️Good to know
The AI Assistant is available to every user in your workspace.
It can only access information and perform actions that you are already permitted to view or perform.
Depending on your request, the AI Assistant may ask follow-up questions before completing a task.
🚀 Start exploring
The best way to get to know the AI Assistant is simply to start a conversation.
Try one of the example prompts above - or ask your own question.
You might be surprised by how many everyday tasks your new AI Assistant can help you with. 🎉🤩
💁♀️ Our expert Support Team is on standby. Engage with us via our chat feature or reach out at [email protected] for any assistance 🚀.