An overview of what Regex is, and how it's used with the Conga AI Analyze Blueprint Designer.

What is Regex?

The term regex stands for "regular expression". A regular expression is a string of characters that allows you to create patterns that help match, locate, and manage text. Regex is well documented, and you can learn more about it the following resources:

How is it used in the Blueprint Designer?

The following criteria fields in the Conga AI Analyze Blueprint designer accept regular expressions:

  • Keyword
  • Search
  • Format

You use regex in these fields to return better results, for example:

What you enterWhat results
governed byPlain text like this searches for and find the words "governed by" but also searches the entire contract for anything that matches instead of just the selected clause or field. As an additional example, if you entered the plain text "but", the AI would include "butter" in the results.
\b(governed by)\bThe \b regex notations tells the AI to only search within a specific boundary. That means AI only searches for the word "governed by" within the selected clause or field.

As a best practice, always include these boundary notations in the regular expressions you enter into the Conga AI Analyze Blueprint Designer.

Regex also allows you to make your searches more powerful. Instead of searching for a single word, the following expressions allow you to do multiple searches at once:

Regular ExpressionDefinition
\b(liab\w+)\b\w+ gives the command to match one or more characters. This expression searches for text "liab" followed by one or more characters. That means the AI searches for the words "liability, liable, liabilities" but does not look for the word "liab".The the \b regex notations tells the AI to only search within a specific boundary. That means AI only searches within the selected clause or field.
\b(payment\w*)\b\w* gives the command to match zero or more characters. This searches for text with "payments" followed by 0 or more characters. That means the AI searches for the word "payments" but also finds the word "payment".The the \b regex notations tells the AI to only search within a specific boundary. That means AI only searches within the selected clause or field.
\b(neither|no|notwithstanding)\bThe I in this regular expression stands for "OR", like the OR in a Boolean search. That means AI searches for the text "neither" OR "no" OR "notwithstanding".The the \b regex notations tells the AI to only search within a specific boundary. That means AI only searches within the selected clause or field.