Automate Document Review Across Celoxis with AI
Purpose-built AI agent for Document Review — connects to Celoxis in minutes so your team can stop doing the work by hand.
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.
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 Celoxis
Link Celoxis to Arahi AI in one click. Your tasks, projects, and documents sync automatically.
Set Up Workspace Automation
Define triggers in Celoxis — new tasks, status changes, due dates — and the AI actions that follow.
Work Smarter, Not Harder
Your AI agent keeps Celoxis organized while you focus on execution. Track productivity gains 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
The Celoxis integration automates end-to-end document review — including data capture from Celoxis, validation, routing, follow-up actions, and status updates. Every document review step that touches Celoxis can be handled by the AI agent.
The Celoxis integration maintains a persistent real-time connection for document review automation with automatic retry logic and continuous monitoring. If Celoxis experiences downtime, queued document review tasks process automatically once connectivity resumes.
All data exchanged between Celoxis and Arahi AI during document review processing is encrypted in transit and at rest. We use OAuth tokens for Celoxis access, never store raw credentials, and maintain full audit logs of every document review action.
No coding required. The no-code builder walks you through connecting Celoxis and configuring document review rules visually. Your team can set up, modify, and manage Celoxis-based document review workflows without any developer involvement.
The agent reviews contracts, leases, policies, regulatory filings, and the celoxis-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 celoxis. The agent applies these standards consistently across every document — eliminating the variance that comes from different reviewers with different opinions.
When the AI hits an edge case during document review processing in Celoxis, it escalates to your team with full context — the Celoxis record, what was attempted, and why it needs review. Your document review pipeline never stalls or loses data.
The dashboard shows document review-specific metrics for your Celoxis integration — tasks processed, average handling time, success rates, and escalation frequency. You can track how Celoxis-triggered document review workflows perform over time.
Yes. You can run document review workflows in test mode using sample Celoxis data before activating on live records. This lets you verify every document review rule works correctly with your Celoxis setup before processing real data.
Manual document review in Celoxis requires constant tab-switching, copy-pasting, and follow-up tracking. Arahi AI eliminates this by handling document review tasks in real-time as Celoxis events occur — running 24/7 with consistent accuracy and zero fatigue.
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