Setting up SpotDraft as a Source
Setting up SpotDraft as a source allows Guru to access your contract data to power AI-generated answers. This article walks you through connecting your SpotDraft workspace to Guru, helping your team surface insights about agreements, track key contract details, and improve collaboration through centralized, AI-enhanced knowledge sharing.
Access RequiredGuru Access: You need to be an Admin, Source Creator, or relevant custom role to set up Sources
SpotDraft Access: You need to have access to generate an API token in Spotdraft.
Setting up SpotDraft as a Source
- In Guru, go to Manage.
- Select Sources, then click Add Source.
- Choose SpotDraft from the list of integrations.
- Enter your SpotDraft Client ID and Secret. You can use these instructions from Spotdraft to locate.
- Add a display name for the Source (optional) and click Connect Source.
- Assign which Guru Groups should have access to this content.
Objects synced from SpotDraft
Primary objects are the objects used to generate the search record.
| SpotDraft Category | Common Model / What You'll See During Setup | Objects/Data Brought In | Key Fields |
|---|---|---|---|
| Contracts | Primary Object: Ticket | Contract items | • Name • Status • Attachments • Ticket URL • Remote created at • Remote ID • Remote data |
| Contracts (Create) | Primary Object: Ticket | New contract creation | • Name • Status • Remote created at • Remote ID • Ticket URL • Creator • Counter party email/first name/last name • Template remote ID |
| Users | User | User profiles | • Name • Email address • Remote ID • Remote data |
NoteSpotdraft does not support syncing comments.
Permissions
- When you connect SpotDraft as a source in Guru, you'll permission that content in Guru. Learn more here.
- If someone is not provided with access in Guru to this source, they will not see Spotdraft results in searches or when chatting with Guru.
Updated 13 days ago