This feature is available exclusively for Pro and Team users.
Overview
Use DocGPT to automatically extract key dates from your purchase agreements and create your transaction timeline with minimal effort. This feature saves you valuable time by eliminating manual data entry and helps ensure no important dates are missed.
Folio will alert you when we detect a new purchase agreement in your inbox. You'll get a notification with the option to automatically update your timeline with the latest information.
This AI-powered feature works in both the Chrome extension and Folio web app. Access is subject to a monthly quota. Free users can try it once to see the magic happen before upgrading.
Getting started in the web app
Navigate to a Smart Folder that you created
Go to the timeline view
Click the AI icon located next to the "+ ADD" button
If this is your first time using AI features, you'll need to provide consent
Select the latest purchase agreement from the document list and click "Select Purchase Agreement"
Wait while DocGPT analyzes your document (this may take a few minutes)
When complete, click the "View dates" button
You can continue working on other tasks while DocGPT processes your document. The notification banner will appear when the analysis is complete.
Reviewing and confirming timeline dates
When DocGPT completes its analysis, you'll see a date selection interface where you can:
Review each extracted date before adding it to your timeline
When reviewing dates, you may see dates that are currently in your timeline. DocGPT will automatically compare your existing timeline events with the document and pre-select any newer dates found in the document. You can easily switch between options to keep the dates you prefer.
Hover over the AI icon next to any date to see how DocGPT identified that date
Source document | 
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Extracted date | 
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Edit dates that need adjustment by clicking the edit icon
Remove dates that aren't relevant by clicking the red "remove" mark
Click "Update timeline" when ready to add the dates to your timeline
Important: This action cannot be undone
Before clicking "Update timeline," we strongly recommend reviewing all the extracted information carefully. While DocGPT is designed to be accurate, AI technology can occasionally misinterpret complex legal language or unusual formatting.
What happens next
After confirming your selection:
Your timeline is immediately updated with the new dates
Additional transaction information is added to the Notes tab (Available to users with the Chrome extension)
You can view your complete timeline with the newly added events, including a reference to where and when the information was sourced
Please note: this information is only visible to you as the timeline owner
Viewing notes in the Chrome extension
You can use the auto-population feature both in our web app and Chrome extension. For extension users, simply navigate to your transaction's timeline view and look for the same AI icon next to the "+Add" button. The process works identically in both interfaces, giving you the flexibility to use whichever platform best fits your workflow.
The detailed notes extracted from your documents can only be viewed through the Chrome extension by opening your Gmail and navigating to the transaction's Smart Folder > Notes tab.
Troubleshooting
If you encounter issues with the auto-population feature:
Ensure your document is clearly scanned and all text is legible
Check that you've provided AI consent
Check that you are the timeline owner. Timeline editors cannot use this feature to auto-populate timelines that they did not create.
Verify that:
your Pro subscription is active
your free trial hasn’t expired
you haven't used up your allowance for the month
your file is a PDF, and the file size is no larger than 25MB
Make sure your PDF is a standard purchase agreement format
Documents uploaded directly to the timeline or Google Drive are not scannable. The list will only show documents that are attached to emails in the Smart Folder.
For documents with unusual formatting or non-standard clauses, DocGPT may not identify all dates. You can always add these events manually using the "+Add" button.