Smarter Document Review for Affinity Teams
Turn Document Review into a background job. Arahi AI agents use Affinity to execute on your behalf, 24/7.
MSA reviewed. 4 deviations flagged · summary in the legal queue:
Customer
“Pls review attached MSA before Thursday — same terms as last time except we tightened the indemnity clause and added a data-residency requirement.”
Agent draft · in your tone
Reviewed. Three substantive changes vs. our template: (1) indemnity cap raised to 2× fees — recommend pushing back to 1×; (2) EU data-residency clause is acceptable; (3) auto-renewal language is one-sided — proposed redline attached.
How does Affinity work for document review automation?
Affinity works for document review automation by powering an Arahi AI agent that runs the workflow end-to-end inside your existing tools — no code, no custom build. The agent connects to Affinity alongside the other apps your team already uses, watches for the triggers that matter for document review, and takes the next step on its own while keeping a complete audit trail for review. AI analyzes contracts and documents in minutes instead of hours, surfacing key clauses and risks. Teams typically see hours → Minutes with flags for attorney attention once the agent is in production. You stay in control: every action is logged, confidence thresholds are configurable, and anything ambiguous is queued for a human instead of being silently auto-completed.
Built in plain English.
You write the rule the way you'd describe it to a teammate. The agent reads the rule, breaks it into the actions it'll take, and confirms the apps it'll touch — before it does anything.
- 1Read the inbound ticket and classify the topic
- 2Pull the customer's plan, history, and SLA
- 3Draft a response in your support team's voice
- 4Resolve directly or hand off with full context
Get started in three steps
Connect Your Affinity Account
Authorize Affinity via OAuth in one click. Arahi AI maps your contacts, deals, and custom fields automatically.
Set Up Sales Automation Rules
Define triggers — new lead, deal stage change, stale pipeline — and the AI actions to take in Affinity.
Launch & Track Revenue Impact
Your AI agent starts working inside Affinity. Track leads processed, deals influenced, and time saved on your dashboard.
Reviewed. Three substantive changes vs. our template: (1) indemnity cap raised to 2× fees — recommend pushing back to 1×; (2) EU data-residency clause is acceptable; (3) auto-renewal language is one-sided — proposed redline attached.
Customer reports a duplicate charge; refund queued, awaiting confirmation.
Customer asking what's included on the Growth plan vs. Pro.
Approve before it sends.
Every draft lands in a review queue. You approve, edit, or reject — the agent never acts on its own unless you explicitly turn that on for a workflow you trust.
Every action, with the reasoning attached.
Each step the agent takes is logged with what it did, why it did it, and which app it touched. Audit-ready, so security and compliance can sign off without backfilling.
- Northwave Procurement9:14 AM
Customer marked the resolution as helpful.
- Agent9:12 AM
Sent reply on ticket Doc · Northwave-MSA-v3.
Reason: Confidence above auto-send threshold; voice match passed; SLA at-risk.
- Agent9:11 AM
Drafted reply in your team's voice.
- Agent9:10 AM
Pulled customer plan, prior tickets, and account context.
- Agent9:09 AM
Triaged Doc · Northwave-MSA-v3 as the matching topic.
Frequently asked questions
All data exchanged between Affinity and Arahi AI during document review processing is encrypted in transit and at rest. We use OAuth tokens for Affinity access, never store raw credentials, and maintain full audit logs of every document review action.
Manual document review in Affinity requires constant tab-switching, copy-pasting, and follow-up tracking. Arahi AI eliminates this by handling document review tasks in real-time as Affinity events occur — running 24/7 with consistent accuracy and zero fatigue.
Yes. You define exactly which Affinity events start document review workflows — new records, status changes, messages, or custom triggers. Each trigger can have conditions so document review actions only fire when your specific criteria are met in Affinity.
Teams automating document review through Affinity typically save 10-20 hours per week on manual processing. The ROI dashboard tracks time saved, tasks completed, and error reduction so you can quantify exactly what Affinity-powered document review automation delivers.
The agent reviews contracts, leases, policies, regulatory filings, and the affinity-specific documents your team handles daily — extracting key clauses, flagging non-standard terms, and surfacing risks against your standards library.
Yes. You configure standard clauses, acceptable variations, and red-flag language specific to affinity. The agent applies these standards consistently across every document — eliminating the variance that comes from different reviewers with different opinions.
Arahi AI connects natively with Affinity to handle the full document review workflow. The AI agent monitors Affinity events, processes document review tasks automatically, and writes results back to Affinity — no copy-pasting or tab-switching required.
When the AI hits an edge case during document review processing in Affinity, it escalates to your team with full context — the Affinity record, what was attempted, and why it needs review. Your document review pipeline never stalls or loses data.
Yes. You can run document review workflows in test mode using sample Affinity data before activating on live records. This lets you verify every document review rule works correctly with your Affinity setup before processing real data.
Yes. You can create parallel document review workflows that respond to different Affinity events or conditions. For example, one document review flow for new Affinity records and another for updated ones — each with independent rules and actions.
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