When to Use AI Contract Reading
The most common application of the AI Contract Reading feature is to automatically process retailer and distributor contracts to create accurate promotions in Confido. This automation helps your sales team eliminate manual data entry, reduce errors, and maintain proper documentation for deduction validation and audit support.
How to Access and Upload Contracts
Uploading Contracts (options)
Navigate to Trade > Promo Inbox and select "Upload Contracts"
Navigate to Trade > Trade Calendar and select "From Contract" on the "New Promotion" drop-down
Forward contracts via email to the centralized Confido inbox at promotioncontractforwarding@confidotech.awsapps.com
Review the promotion upload
Choose whether to link the contract to an existing promotion or create a new promotion
If creating new promotion:
Review auto-extracted event description and planning group details
Verify automatically populated start and end dates
Confirm funding details (advertisement spend, scanback rates, etc.)
The original contract document will be automatically attached to the promotion for future reference
Viewing and Managing Contract-Based Promotions
Once created, view your promotions with attached contracts in the trade calendar
Contract details are automatically populated but can be manually adjusted if needed
Use the attached contract documentation for:
Deduction validation processes
Audit support and compliance
Dispute resolution with retail partners
Best Practices
Review auto-populated information before finalizing promotions to ensure accuracy
Use consistent naming conventions on promotions
Leverage attached contracts during deduction validation to improve accuracy and reduce disputes