Smarter Document Review for Checkvist Teams
Turn Document Review into a background job. Arahi AI agents use Checkvist 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.
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 Checkvist
Link Checkvist to Arahi AI in one click. Your tasks, projects, and documents sync automatically.
Set Up Workspace Automation
Define triggers in Checkvist — new tasks, status changes, due dates — and the AI actions that follow.
Work Smarter, Not Harder
Your AI agent keeps Checkvist 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
Arahi AI connects natively with Checkvist to handle the full document review workflow. The AI agent monitors Checkvist events, processes document review tasks automatically, and writes results back to Checkvist — no copy-pasting or tab-switching required.
Most users connect Checkvist and launch their first document review automation within 10 minutes. The guided wizard handles OAuth authorization, and you configure document review-specific rules through a visual no-code builder.
Yes. You can create parallel document review workflows that respond to different Checkvist events or conditions. For example, one document review flow for new Checkvist records and another for updated ones — each with independent rules and actions.
The document review agent scales automatically as your Checkvist activity grows. Whether you process 10 or 10,000 document review tasks per day from Checkvist, the AI handles the volume without slowdowns or additional configuration.
The agent reviews contracts, leases, policies, regulatory filings, and the checkvist-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 checkvist. The agent applies these standards consistently across every document — eliminating the variance that comes from different reviewers with different opinions.
No coding required. The no-code builder walks you through connecting Checkvist and configuring document review rules visually. Your team can set up, modify, and manage Checkvist-based document review workflows without any developer involvement.
The dashboard shows document review-specific metrics for your Checkvist integration — tasks processed, average handling time, success rates, and escalation frequency. You can track how Checkvist-triggered document review workflows perform over time.
Manual document review in Checkvist requires constant tab-switching, copy-pasting, and follow-up tracking. Arahi AI eliminates this by handling document review tasks in real-time as Checkvist events occur — running 24/7 with consistent accuracy and zero fatigue.
Yes. The document review agent connected to Checkvist simultaneously interacts with 1,500+ other apps — CRMs, databases, email platforms, and more. A single document review workflow can pull data from Checkvist, process it, and push results to multiple destinations.
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