Product · Bundles
A contract and its amendments are one agreement.
Amendments, side letters and deeds of variation arrive as separate files, but nobody acts on them separately. Group them into a bundle and the bundle becomes one row: every column answers across all of them, and each answer names the document it was read from.
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| Row | Documents | Term | Annual Rent | Rent Review or Escalation | Break Rights |
|---|---|---|---|---|---|
| Northgate Unit 4 lease.pdfDeed of variation 2022.pdfRent review memo 2024.pdf | 2019 – 2034 Lease, p.3 | 148,500 Rent review memo, p.1 | Open market, every five years Lease, p.14 | Tenant, 2027, six months’ notice Deed of variation, p.2 | |
| Eastdock Suite 210 lease.pdfSide letter 2021.pdf | 2021 – 2031 Lease, p.4 | 62,000 Lease, p.6 | Fixed 3% a year Side letter, p.1 | None Lease, p.19 | |
| Kiosk 7 lease 2024.pdf | 2024 – 2027 p.2 | 9,600 p.3 | None stated p.3 | Either party, three months’ notice p.8 |
Two ways to read a bundle.
Each table has a document strategy, set by someone with Manage. Most bundles want the first; the second is for answers no single document holds.
| Strategy | How it reads |
|---|---|
| Per document | Each document on its own, then settles on one answer — normally the later document over the one it amends. |
| Across documents | All the documents at once, in a single reading. There is no deciding which document wins. |
In the app, order is what counts: the primary document goes first and amendments follow it. Effective dates can be set on a bundle’s documents through the API.
Every table, one record.
A bundle has a page of its own, with a link you can send. It shows what every table in the workspace answered for that bundle, grouped table by table.
The groups are never merged into one grid by column name. Two tables can ask different questions under the same heading, and merging them would show one answer and hide the one that disagrees — which is usually the answer you opened the record to find.
From the record you can run whatever is out of date, and export it as CSV, XLSX or a PDF report.
Bundles that make themselves.
Documents that arrive on their own arrive grouped. A connector turns each subfolder of the folder it watches into a bundle named after it, and a mailhook turns each email into a bundle of its attachments.
Either way the bundle is one row, answered like any other. Both are available on the Silver tier and above.
Priced by what it reads.
A bundle cell reads each document, so a bigger bundle costs more to answer. The first three documents are included in the column’s rate, which covers most agreements and their amendments.
| A bundle | Rule |
|---|---|
| Documents in one bundle | Up to 15 |
| Included in a cell’s rate | The first 3 |
| Each one past the third, per document | +4 credits a cell |
| Across documents | Less per document |
What it will not do.
- It does not guarantee which document wins. Choosing the one that governs is the model’s call, guided by order. The citation shows which it chose, so check it where it matters.
- It does not merge tables. The record keeps each table’s answers apart, for the reason above.
- It is not for look-alikes. Ten leases in one building are ten agreements and ten rows. A bundle is for documents that are one subject.
Bundles are one part of it. Tables are where the answers land, citations show which document each came from, and auto mode answers new bundles as they arrive.
Start with the pile you already have.
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