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Building a Document Review Bot Using OpenAI Assistants

Prerequisites

Step-by-Step Guide

Creating OpenAI Assistants

  1. Visit the OpenAI Assistants page and click on the Create button.

  2. Enter a name for your assistant, e.g., Contract Review Bot.

  3. Add the following instructions to the Instructions section. You can adjust the instructions for your needs.

    Your role is to review contracts or legal documents for our company. Please read the uploaded document file and answer users' questions based on its content. Your responses should be concise, clear, and directly related to the information in the uploaded file.

  4. Click the Model combobox and select gpt-4-1106-preview.

  5. Check the Retrieval checkbox. It's not necessary to upload files to the assistant at this point.

  6. Click the Save button to create the assistant.

OpenAI Assistant Document Review Bot

What's Next

The OpenAI Assistant can now be integrated into communication channels such as Slack by utilizing Runbear. Visit Integrating OpenAI Assistants for detailed instructions.

Simply mention @Runbear in your connected channel along with document files to engage the OpenAI Assistant. The context of the document will be accessible witin the conversation(i.e. Slack thread).

Slack Attachment Sample