• How to write a prompt in ContractHero

  ContractHero’s Contract Analysis feature leverages AI to automate and streamline the process of extracting key data from contracts. Here's an in-depth look at how it works and how to optimize the prompts for better results: Automated Data Extraction: ContractHero’s AI-powered tool extracts critical contract information such as dates, parties involved, and financial terms from uploaded documents. This process saves time and eliminates manual data entry. Contract AnalysiPopular

• What is the process for contract bulk downloading?

  How to select several contracts in the contract list and download all of their PDFs at once as a ZIP file.Popular

• How can task automations be set up and managed?

  Define a rule once — “30 days before the termination date on lease contracts, create a task for the facility team” — and ContractHero applies it to every matching contract, including the ones uploaded later.Popular

• How can I create a custom view?

  Create your own custom view — your contract list, your rules Why this matters Every team looks at contracts differently: Finance needs amounts and payment cycles, Legal wants deadlines and status, Procurement focuses on counterparties and categories. Custom views let you set up the contract list exactly how you work with it every day — configured once, available instantly every time. No repeated filtering, no column chaos. And shared views give your team a single, consistent perspectivePopular

• How can data or contracts be exported?

  The two ways to export contract data from ContractHero as an xlsx file: the full bulk export from the settings, and exporting the current view of the contract list.Popular

• What tools are available for task management?

  What tools are available for task management? Contracts come with deadlines, and missed deadlines are expensive — termination dates, renewals, approvals, end of probation. ContractHero ties tasks directly to the contract they belong to: you see the related contract while editing, you can anchor tasks dynamically to contract fields (e.g. "90 days before the termination date" or "5 years after the start date"), and you get reminded automatically — no separate calendar entry required. The resuPopular

• How do I import contracts from Gmail / Google Workspace via email?

  How do I import contracts from Gmail / Google Workspace via email? Contracts you receive via email can be automatically imported into ContractHero — directly from Gmail or Google Workspace. This guide shows you how to set up email forwarding, which option is right for you, and what to keep in mind. How the email import works Each team in ContractHero has its own Import Email Address. As soon as an email with contract attachments (PDF, EML) is sent or forwarded to this address, ContraSome readers

• Calendar view: All deadlines and tasks at a glance

  Calendar view: All deadlines and tasks at a glance Stay on top of every deadline without juggling tools: ContractHero's calendar shows every important date — from contract end dates and notice periods to task reminders and contact deadlines — in a single view. No more separate Excel for due dates, no more manual tracking of termination windows. What's in it for you Contract dates spread fast across hundreds of contracts: end dates, notice periods, reminders, tasks. The calendar pulls allSome readers

• AI Retrigger: Re-analyze contracts and fill in missing fields

  Your benefit You add a new mandatory field -- say "Location" or "Plant" -- and suddenly 500 existing contracts have a blank where that data should be. Without the AI Retrigger, that means opening each contract, finding the information, typing it in. With the AI Retrigger, you do it for all contracts at once, in 1-3 minutes. The AI even reads through attachments. After that, you can filter by location, run reports, and work with complete data immediately. How it works Go to your contFew readers

• Optimizing AI Prompts — Get Better Results from Contract Analysis

  Your benefit ContractHero's AI reads your contracts and fills in data fields automatically -- terms, notice periods, custom fields. How well it works depends directly on how your prompt is written. A clear question tends to deliver better results than a vague instruction. The payoff: less manual correction and more reliable reports. How it works The AI understands three types of prompts. A clear, precise question works best: Ask a question (recommended): Write your prompt asFew readers

• Jump to Source — See exactly where AI-extracted information comes from

  One click instead of scrolling through 50 pages: when the AI extracts a value, you want to know if it's right. "Jump to Source" shows you the exact passage in the document. It makes AI results verifiable and saves you the manual search. Your benefit The AI extracts notice periods, terms, and other data from your contracts. But trust needs verification. Without this feature, you'd have to search through the contract yourself for every extracted value -- on a 50+ page contract, that can takeFew readers

• Formula fields: calculate values from your contract data automatically

  Combine existing contract fields with the basic arithmetic operators and let ContractHero calculate the result — live, in every contract, without spreadsheets.Few readers