NDA Generator + AI Prediction

Today we will dive in the amazing world of the NDA Generation mixed with AI Prediction. 

Step 1: Naming and Describing 

First up, let’s give our bot a memorable name and a short description. This description is just for your reference, users won’t see it. 

Step 2: Building the Structure 

Next, we’ll add a “section” node to create a clear structure for our bot. Don’t forget to give it a descriptive title. 

Step 3: Heading It Up 

To keep things clear for the user, let’s add a “heading” node. Give it a catchy title that reflects its purpose. 

Step 4: Another Heading 

Here comes another “heading” node. This one will help guide the user through the next steps. 

Step 5: First Selection 

Now, we’ll insert a “dropdown” node. This will allow the user to choose their group entity. Make sure the description clearly explains what the user needs to do. The options we provided were: Lexemo GmbH and Mustermann AG. 

Step 6: Branching Out with Logic 

A “logical condition” comes next.

We’ll edit the logic of the first step by selecting the dropdown variable from the first dropdown menu. In the second dropdown, choose the condition “Is” and then select one of the options from the dropdown (e.g., Lexemo GmbH). Repeat this process for the second logic step, but choose the other company option (e.g., Mustermann AG). This allows the workflow to adapt based on the user’s selection. 

Step 7: Reusable Text with Boilerplates 

After both logic steps, we’ll add a “boilerplate” node. This lets us create reusable text templates within the bot.

Each boilerplate will be edited with the corresponding company address. 

Step 8: Connecting the Dots 

Now, let’s connect both boilerplates with the node connector to ensure smooth flow. 

Step 9: Industry Selection 

Next, we’ll include a new dropdown. Write a clear description like “Select the industry of the contracting party” and provide as many options as needed.

Here are some examples that we used: Technology, Manufacturing and Finance. 

Step 10: Text Trio 

Let’s add three “text” nodes in a row: 

  • The first one prompts the user to enter the contracting party’s name. 
  • The second one asks for the contracting party’s address. 
  • The third one prompts the user to enter their HRB number. 

Step 11: Project Section 

To maintain organization, let’s add another “section” node. This one will be titled “Project”. 

Step 12: Project Description 

Within the “Project” section, add a “heading” node titled “Project Description”. 

Step 13: Project in a Sentence 

Here, we’ll add a new “text” node. This will allow the user to provide a brief one-sentence description of the project. 

Step 14: Annex Checkbox 

Next, include a checkbox node. In the description, ask the user if they want a detailed description of the project and the information exchanged to be added as an annex. 

Step 15: Taking Different Paths 

A new “logical condition” follows. Like before, the workflow might branch based on the user’s answer in the checkbox.

In the first logic step, select the “checkbox” variable from the first dropdown, choose the condition “is” from the second, and select “yes” from the last dropdown.

We won’t create any specific logic in the second step. 

Step 16: Annex Details 

Following the first logic step, we’ll integrate a “text area” node. This is where the user can enter the detailed description for the annex. 

Step 17: Boilerplate Magic 

After the first logic step, insert a boilerplate node. Add to the Text editor the “annex-yes” variable. You can do it by clicking the “Add field input button”. Finally, connect this boilerplate with the second logic step using the node connector. 

Step 18: Introducing the “Options” Section 

Next up, we’ll add a new section node and name it “Options.” This section will house various functionalities related to the NDA. 

Step 19: Specifying the Options 

Within the “Options” section, let’s add two heading nodes: 

  • “Options to Include in the NDA” 
  • “Reverse Engineering” (This clarifies the context of the options). 

Step 20: Adding Context with Annotations 

To provide further explanation within the “Reverse Engineering” heading, we’ll insert an “annotation node.” This text will appear as a hover-over tooltip on the left side of the user interface when they interact with it. 

Step 21: Leveraging AI Prediction 

Now comes the magic: the “AI Prediction” node. 

Click “Edit Input Nodes” and choose the previously added dropdown nodes and click “Edit output Nodes” and select the checkbox node that follows immediately after. From the “Model Settings,” choose “random forest” as the model type and “f1-score” as the model metrics. 

Click the “.CSV” button to train the AI with your own data. You can watch the CSV requirements tutorial if you don’t know this file’s requirements.

Now you can upload the .CSV file, which prepares your dataset for training the AI model. 

Finally, hit “Evaluate Data” to confirm the dataset is ready and finally click on train model to train your AI. Remember! If you don’t train your model the AI will not work. 

If you have any doubts about this node, you can always watch the AI Prediction tutorial

Step 22: Checkbox to be predicted 

Time for another “checkbox” node. Craft a clear description and write the options that will be predicted by the “AI Prediction” node based on the user’s selections. 

Step 23: Branching Out with Logic 

Let’s add a “logical condition” node.

In the first logic step, select the last checkbox node from the first dropdown, “is” from the second, and “yes” from the last. 

We’ll leave the second logic step blank. 

Step 24: Automating Clause Insertion 

Following the first logic step, add a “boilerplate” node. Include a clause, like “Ownership of Confidential Information.” Connect this boilerplate node with the second logic step using the node connector. 

Step 25: Highlighting Contractual Penalties 

Let’s maintain clarity by adding a new “heading” node titled “Contractual Penalty.” 

Step 26: Another AI Prediction 

Here comes another “AI Prediction” node: 

Click “Edit Input Nodes” and select all the previous dropdowns, including the “reverse engineering” checkbox and “Edit Output Nodes” to select the immediate checkbox node. 

Choose “random forest” as the model type and “f1-score” as the model metrics in the “Model Settings”, as you did before. Upload the “.CSV,” hit “Evaluate Data,” to confirm the dataset is ready, and finally click “Train Model” to train your AI. 

Step 27: Another Predictable Checkbox 

Similar to before, add another “checkbox” node with a description and options that will be predicted by the “AI Prediction” node. 

Step 28: Branching with Logic (Again!) 

This logical condition functions similarly to the previous one. We’ll leave the second logic step untouched.

In the first logic step, select the last checkbox variable from the first dropdown, “is” from the second, and “yes” from the third. 

Step 29: Predicting Specific Details 

Following the first logic step, add a new “AI Prediction” node. Follow the same steps of the previous “AI Prediction” nodes.

Step 30: Predicting Penalty Structure 

A new checkbox here. Provide a proper description. In this case, we are giving the consumer the option to select what type of Penalty wants to apply for their NDA. Either Variable or Defined. 

Step 31: Conditional Paths with Logic 

New logical condition node.

In the first logic step, edit the logic by selecting the checkbox node from the first dropdown, “is” from the second, and “variabel” from the third. 

Edit the second logic step by repeating the same process, but choose “defined” from the last dropdown instead. 

Step 32: Automating Penalty Clause 

After the first logic step, add a “boilerplate” node and edit it to include a clause about the contractual penalty. 

Step 33: Predicting Penalty Amount 

Following the second logic step, add an “AI Prediction” node. You should do the same as in the previous AI Prediction nodes, but as modal metrics choose “ridge regression” as the model type and “R2 Score” . 

Step 34: Defining the Penalty Amount 

Next, add a “number” node. Write a description, leave the first placeholder untouched, and enter your desired default number (e.g., “20000”). Toggle “Advanced,” leave minimum and maximum values untouched, choose “1000” from the “Result Precision” dropdown, and select “Commercial” from the “Result Rounding” dropdown. 

Step 35: Finalizing the Penalty Clause 

To wrap up this section, add another “boilerplate” node and edit it to include the contractual penalty clause, incorporating the number variable from the add field input menu.

 Step 36: Connecting the Dots 

Now, use the node connector to link the following nodes: 

  • vertragsstrafe-variabel. Boilerplate from Step 32.
  • contractual-penalty-defined. Boilerplate from Step 35.
  • Logic step from Step 28.

Step 37: Introducing the “Duration” Section 

For better organization, add another “section” node and name it “Duration.” 

Step 38: Specifying Duration Details 

Within the “Duration” section, insert a new “heading” node titled “Duration of the NDA.” 

Step 39: Selecting Dates 

Here, add two “date” nodes: 

  • The first one will indicate the start date of the NDA. 
  • The second one will indicate the NDA end date. 

Both dates will be chosen by the user in the front-end. 

Step 40: Boilerplate Master

Next, add a new boilerplate node in which you include an NDA template with the variables from all the previous inputs by clicking on the add field input menu. 

Step 41: Generating Documents 

Now, let’s add a “Create PDF” and a “Create DOCX” node. Both follow the same steps: 

  • Give your document a clear title. 
  • Choose your preferred template. We selected the e! Template. 
  • Toggle “Enable Download” to allow users save their creations. 

Remember to edit the document by clicking the add field input menu and selecting the appropriate boilerplate variable. 

Step 42: Previewing the NDA 

We’ve reached the final section, aptly named “Preview NDA.” 

Step 43: Providing a Preview 

Add a “text field” node to allow users to preview their generated NDA. Edit it by clicking the add field input menu and selecting the boilerplate variable. 

Step 44: Wrapping Up with “Send & Result” 

The final node: “Send & Result.” This marks the completion of the path. Users can click a button (e.g., “Generate NDA”) to save their documents for future reference. You can even edit this node by clicking on the add field input menu and selecting the variables.

Now you’re ready to hit the preview button and see your creation come to life! 

Step 45: Witnessing the Automation Magic 

In the front-end interface, fill in all the required information. The “AI Prediction” node will work its magic based on your selections. You can then choose the NDA’s duration and finally preview or generate the official NDA document. 

And voila! You’ve successfully automated the NDA creation process with the power of e!

Happy automating! 

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