BizCortex documentation

Triggers

One place for everything that happens automatically: documents the AI found, active triggers, suggestions and the history.

Open Triggers in the Brain menu. The page has four tabs. Found by AI lists the documents the AI recognised, with their deadlines. Active triggers shows what the platform does on its own and the triggers your company created. Suggestions shows triggers the AI proposes for your documents, obligations and contracts. History lists every run, test runs included.

Nothing the AI finds is treated as fact until a person confirms it, and anything that leaves the company is created as a draft for approval.

Who can use this

  • Seeing the triggers: every member with a built in role
  • Changing triggers: owners and administrators
  • Found by AI: companies with Brain booked

Steps

  1. 1. Open the page

    Choose Triggers in the Brain menu. The tab you are on stays in the address, so you can share a link to it.

  2. 2. Check what is new

    The number on Found by AI counts new documents. The number on Suggestions counts open suggestions.

  3. 3. Create your own

    Choose New trigger at the top right to describe a trigger in one sentence or to build it step by step.

Related

  • Documents found by the AI

    See what the AI recognised in a document, open the document at the quote, and correct the kind if needed.

  • Switching system triggers

    Turn the platform's own triggers on or off, adjust their thresholds and recipients, and run them now.

  • Accepting suggestions

    The AI suggests triggers that fit your documents, obligations and contracts. You decide which ones to use.

  • Creating and running triggers

    Create a trigger in one sentence or step by step, test it with a dry run and run it now.