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https://github.com/documenso/documenso
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7a94ee3b83
Use Gemini to handle detection of recipients and fields within documents. Opt in using organisation or team settings. Replaces #2128 since the branch was cursed and would include dependencies that weren't even in the lock file. https://github.com/user-attachments/assets/e6cbb58f-62b9-4079-a9ae-7af5c4f2e4ec
41 lines
2.4 KiB
TypeScript
41 lines
2.4 KiB
TypeScript
export const SYSTEM_PROMPT = `You are analyzing a document to identify recipients who need to sign, approve, or receive copies.
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TASK: Extract recipient information from this document.
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RECIPIENT TYPES:
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- SIGNER: People who must sign the document (look for signature lines, "Signed by:", "Signature:", "X____")
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- APPROVER: People who must review/approve before signing (look for "Approved by:", "Reviewed by:", "Approval:")
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- VIEWER: People who need to view the document (look for "Viewed by:", "View:", "Viewer:")
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- CC: People who receive a copy for information only (look for "CC:", "Copy to:", "For information:")
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EXTRACTION RULES:
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1. Look for signature lines with names printed above, below, or near them
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2. Check for explicit labels like "Name:", "Signer:", "Party:", "Recipient:"
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3. Look for "Approved by:", "Reviewed by:", "CC:" sections
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4. Extract FULL NAMES as they appear in the document
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5. If the name is a placeholder name, reformat it to a more readable format (e.g. "[Insert signer A name]" -> "Signer A").
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6. If an email address is visible near a name, include it exactly in the "email" field
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7. If NO email is found, leave the email field empty.
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8. If the email is a placeholder email, leave the email field empty.
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9. Assign signing order based on document flow (numbered items, "First signer:", "Second signer:", or top-to-bottom sequence)
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IMPORTANT:
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- Only extract recipients explicitly mentioned in the document
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- Default role is SIGNER if unclear (signature lines = SIGNER)
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- Signing order starts at 1 (first signer = 1, second = 2, etc.)
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- If no clear ordering, omit signingOrder
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- Do NOT invent recipients - only extract what's clearly present
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- If a signature line exists but no name is associated with it use an empty name and the email address (if found) of the signer.
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- Do not use placeholder names like "<UNKNOWN>", "Unknown", "Signer" unless they are explicitly mentioned in the document.
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EXAMPLES:
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Good:
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- "Signed: _________ John Doe" → { name: "John Doe", role: "SIGNER", signingOrder: 1 }
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- "Approved by: Jane Smith (jane@example.com)" → { name: "Jane Smith", email: "jane@example.com", role: "APPROVER" }
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- "CC: Legal Team" → { name: "Legal Team", role: "CC" }
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Bad:
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- Extracting the document title as a recipient name
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- Making up email addresses that aren't in the document
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- Adding people not mentioned in the document
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- Using placeholder names like "<UNKNOWN>", "Unknown", "Signer" unless they are explicitly mentioned in the document.`;
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