Extract Query

HINT

Queries containing the words “who”, “what”, “when”, “where”, “why”, or “how” are perfect candidates for extract queries.

Using Extract Queries

The Extract query type is designed for open-ended questions where you want:

• A summary of relevant information across the whole document.

• The ability to jump to the exact pages where the information was found.

• Definitions and linked terms included automatically in the response (e.g. if a clause includes a defined term, Extract will include that meaning).

Extract works best when:

• You want a summary across multiple clauses.

• You need to locate where provisions are found quickly.

• You’re drafting advice and want a consolidated overview before reviewing the original text.

• You use general terms instead of document-specific language to ensure the query works across multiple documents and captures all relevant information.

Adding Extract Queries

1. Follow the steps outlined here

2. The name field is a human-friendly label. Add a label which makes sense to you (and anyone else using this Playbook), e.g. “Contract Termination”
   

3. The term description describes the query you are trying to perform. Find tips for writing solid queries here.

Walkthrough:

Limitations of Extract Queries

1. No external knowledge

   Extract only uses the information in your document. For example, it can’t answer “What provisions of the Civil Liability Act are relevant to this document?” or “Which clauses in this document are off-market?” These queries require external knowledge.

   This means that you can trust that every part of an answer from an Extract query is grounded in the actual document that you are reviewing. There is no risk of hallucination.

2. Not for exact quotes
   
   The summary is designed to consolidate meaning, not provide word-for-word text. To get the exact language, always use the Jump to page button. The Extract query can provide a quick summary of relevant information, helping you understand what to expect before navigating to the exact section of the document.

Best Practice for Best Results

1. Avoid multi-part questions
   Don’t write a query like: “what are the termination rights and payment terms?”
   
   Instead, make 2 separate queries:
   

   1. “What are the termination rights?”

   2. “What are the payment terms?”

2. Avoid closed questions
   Extract is designed to summarise and pull information across a document. If you ask it a closed yes/no style question, for example, “Does this agreement include a force majeure clause?”, it will try to generate a long summary even though what you really want is a simple flag. A better example is using an Extract query to ask “What is the force majeure clause in this document?”.
   
   For closed questions, use the Test query type instead.