How to filter and search contract reviews

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Pentreath Cold Chain: documents · How to filter and search contract reviews

Wes asked how to filter contract reviews by client and date to replace manual spreadsheet work. Bethan provided step-by-step instructions for Advanced filters and saving templates.

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Current to 11 Oct 26

Wes asked how to filter contract reviews by client and date to replace manual spreadsheet work. Bethan provided step-by-step instructions for Advanced filters and saving templates.

Problem: Wes was manually downloading data and cross-referencing in spreadsheets each week to pull contract reviews by client and date. Handling: Bethan gave clear instructions on using Advanced filters and saving templates for repeat searches, and mentioned the dashboard builder as an option. Watch: Wes is adopting more sophisticated query patterns, signalling readiness for higher-tier features.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

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Updated 9 Oct 26

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created · Wes Jago 16 Jul 2024 14:18
Hi, I'm trying to set up a way to pull contract review information by client within the brain. Currently I'm downloading data to a spreadsheet and cross-referencing manually, which is eating up time. I need to filter by client type and review dates. Can you point me to how to do this? Cheers, Wes
public_reply · Wes Jago 16 Jul 2024 15:45
Also, I'm wondering if I can save this as a regular search rather than running it each time. I check these reviews weekly.
public_reply · Bethan Lister 16 Jul 2024 17:00
Just so I've got this right, you want a saved search that shows contract reviews by client and date? Absolutely doable. Go to Search, click Advanced filters, add your conditions for client type and date range, then hit Save as template. That way you can run it any time. You can also set up a dashboard if you want to see the data in one view.
public_reply · Bethan Lister 17 Jul 2024 12:13
Can you try that and tell me what you see? I'm here if you need a walk-through on building a dashboard too. Thanks, Bethan
status_change · Bethan Lister 19 Jul 2024 11:58
status_change · 23 Jul 2024 23:59

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BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

Help & Support

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Help & Support

B-Brain is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the brain is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask Brain in the header. Type a question, or pick one of the examples.

Search the brain finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
Ask Claude copies your question and opens the B-Brain Claude Project, where Claude answers from the same data using the B-Brain tools and cites the pages it used.

The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

Data	Records
Organisations	150
People at customers	573
BB-Demo staff	48
Calls	1,382
Email threads	2,122
Support tickets	789
Documents	850
Deals	217
Invoices	187
Events	49
News items	84

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BB-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Brain is the tool that reads its data.

Who to contact

Email support@b-brain.example or talk to your B-Brain account team. Tell us the page address and what looked wrong; a screenshot helps.

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