Lookup Agreements and Fields

You can look-up an agreement or agreement field using conversational flows in Max.

The Lookup workflow is triggered by typing in lookup queries for agreements or fields.

Looking up Agreements with Max

When you ask Max to lookup an agreement, Max performs the following steps:

Selects the candidate agreements. If there are no candidate agreements or the lookup query that is too generic, Max displays the top 20 agreements, sorted by the Last Modified Date.
Once Max selects the candidate agreements, it fetches the below details for each agreement:
- Agreement Name
- Account Name
- Primary Contact
- Agreement Type
- Value
- Agreement Status
- Created By
- Created Date
- Last Modified By
- Last Modified Date
After Max obtains all the information, it displays a summary of the retrieved agreements.

Conversational Flow: Lookup Agreements

The following table describes the possible conversational flow between the user and Max for looking up agreements.

Type of Lookup	Conversational Input from User	Response from Max \| Result	Useful Tips
Single Agreement	show me the last Acme NDA show me the most recent NDA on account Acme	Shows the last modified NDA on account Acme	You can also use the following replacements for, 'Last': latest most recent past recent
Single Agreement	show me the first NDA named testnda show me the first NDA with the name testnda	Shows the oldest (modified) NDA with the name matching the substring testnda.	You can also use the following replacements for, 'First': top oldest earliest
Multiple Agreements	show me the last 3 Acme agreements show me the 3 most recent agreements on account Acme	Shows at the most 3 most recently modified agreements on the account Acme.
Agreements created by you	show me the last 3 agreements that I created	Shows at the most 3 agreements most recently created by the user logged into the Conga CLM system.	You can also use the term 'Authored' in replacement of the term 'Updated'
	show me the last 3 agreements that I updated show me the last 3 contracts that I worked on show me the last 3 NDAs that I modified	Shows at the most 3 agreements most recently updated by the user logged into the Conga CLM system.	You can also use the following replacements for, 'Updated': modified changed worked on
	show me the last 3 Acme agreements that I worked on show me the last 3 agreements on account Acme that were modified by me	Shows at the most 3 agreements associated with the account Acme most recently updated by the user logged into the Conga CLM system.
Lookup agreement within a specific time duration	show me the last 3 agreements that John Snow created in the past 2 months show me the last 3 agreements that John Snow created last Monday show me the last 3 agreements that John Snow created on 08/01/2018	Shows at the most 3 recent agreements created by John Snow in the past 2 months.	You can also use the following phrases for looking up agreements within a specific time duration: last Monday (specific day relative to current time) On 08/01/2018 (specific date) Feb 2020 (date range) In the last week (date range relative to current time) in the next 12 months (future time relative to current time) since yesterday (past time duration)
Lookup agreement within a specific time duration	show me the last 3 agreements that I worked on in the last week show me the last 3 contracts that I worked on since yesterday	Shows at the most 3 recent agreements updated by the user logged into Conga CLM in the past week.
Lookup Agreement based on agreement data	show me the last 3 Acme Inc MSAs that I worked on in the last week having an ACV between $200k to $300k and a term of at least 6 months ending in the next 12 months	Shows at the most 3 recent MSA agreements of the account Acme Inc updated by the user logged into Conga CLM in the past week that have an annual contract value of $200k - $300k with a term >= 6 months and end date in the next 12 month.
Lookup Agreement sorted by specific criteria	show me the last 3 Acme Inc MSAs that I created in the last month that have ACV between $200k to $300k and a term of at least 6 months ending in the next 12 months sorted by start date in descending order	Shows at the most 3 recent MSA agreements on account Acme Inc updated by the user logged into Conga CLM in the past week that have an annual contract value of $200k - $300k with a term >= 6 months and end date in the next 12 months. The resultant agreements are sorted in descending order. Max displays the most recent agreements first.
	show me the last 3 IBM MSAs that I worked on in the last month that have an ACV between $200k to $300k and a term of at least 6 months ending in the next 12 months sorted by end date in ascending order	Shows at the most 3 recent MSA agreements on account Acme Inc updated by the user logged into Conga CLM in the past week that have an annual contract value of $200k - $300k with a term >= 6 months and end date in the next 12 months. The resultant agreements are sorted in ascending order. Max displays the agreements with the oldest start date first.
Lookup Agreements based on agreement status	show me the last 3 NDAs that I created that are pending signatures	Shows the 3 most recently modified NDAs that were created by the user logged into Conga CLM, that are awaiting signatures.	You can also use the following replacements for, 'Pending Signatures': in signature unsigned awaiting signature
	show me the last 3 NDAs that I created that are pending signature with John Snow	Shows the 3 most recently modified NDAs created by the user logged into Conga CLM, that awaiting signature by John Snow.
	show me the last 3 signed NDAs that I created	Shows the 3 most recently modified signed NDAs that were created by the user logged into Conga CLM.	You can also use the following replacements for, 'Signed': esigned completed accepted
	show me the last 3 NDAs that I created that are declined	Shows the 3 most recently modified NDAs created by the user logged into Conga CLM, that were in the signature process.	You can also use the following replacements for, 'Rejected': rejected not accepted failed signature
	show me the last 3 NDAs that I created that are no longer valid	Shows the 3 most recently modified NDAs created by the user logged into Conga CLM, that are no longer valid.	You can also use the following replacements for, 'No longer valid': recalled voided canceled invalidated
Lookup an agreement with no specific criteria	lookup agreements lookup contracts	Max returns the 20 most recently modified agreements.
Lookup an agreement for an invalid account	show me the last 3 agreements on Jamba account	Max returns an error as, "I am sorry, I couldn’t find any agreements that match that description. Try refining your search by giving me more information about the agreement you’re looking for".

Looking up Agreement Fields with Max

When you ask Max to lookup an agreement field, Max follows the following steps:

Selects the candidate agreements. If there are no candidate agreements or the lookup query that is too generic, Max returns the 20 most recently modified agreements.
Once Max selects the candidate agreements, it fetches the below details for each agreement:
- Agreement Name
- Account Name
- Primary Contact
- Agreement Type
- Value
- Agreement Status
- Created By
- Created Date
- Last Modified By
- Last Modified Date
Max also fetches the specific user-requested fields
After Max obtains all the information, it displays a summary of the retrieved agreements and fields.

Conversational Flow: Lookup Agreement Fields

The following table describes the possible conversational flow between the user and Max for looking up agreement fields.

Type of Lookup

Conversational Input from User

Response from Max | Result

Useful Tips

Look up agreement fields

What is the start date, end date, term and ACV for the Acme Inc agreement I created last week?
Show me the ACV, account, payment terms for all agreements I created on Acme account?

Shows the requested fields and other fields that partially match the search criteria for the agreement on account Acme Inc created in the past week by the user logged into Conga CLM

You can also ask Max to retrieve the following fields:

start date
end date
name
type
format or doc format
contact or primary contact
perpetual
ACV (You can also the following terms for ACV: annual value, contract value, total value, worth, net value)
template
attachments
eSign status
create date
owner
status
agreement number
term
author