Smarter Document Review for Clearbit Teams
Turn Document Review into a background job. Arahi AI agents use Clearbit 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 Clearbit
Link Clearbit to Arahi AI and your data pipelines start syncing within seconds.
Define Data Workflows
Choose which Clearbit datasets, reports, or dashboards trigger AI actions — and configure transforms and delivery rules.
Automate Insights Delivery
AI processes your Clearbit data on schedule, surfaces anomalies, and distributes reports to stakeholders automatically.
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 Clearbit to handle the full document review workflow. The AI agent monitors Clearbit events, processes document review tasks automatically, and writes results back to Clearbit — no copy-pasting or tab-switching required.
Most users connect Clearbit 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 define exactly which Clearbit 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 Clearbit.
All data exchanged between Clearbit and Arahi AI during document review processing is encrypted in transit and at rest. We use OAuth tokens for Clearbit access, never store raw credentials, and maintain full audit logs of every document review action.
The agent reviews contracts, leases, policies, regulatory filings, and the clearbit-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 clearbit. The agent applies these standards consistently across every document — eliminating the variance that comes from different reviewers with different opinions.
Yes. The document review agent connected to Clearbit simultaneously interacts with 1,500+ other apps — CRMs, databases, email platforms, and more. A single document review workflow can pull data from Clearbit, process it, and push results to multiple destinations.
Yes. You can create parallel document review workflows that respond to different Clearbit events or conditions. For example, one document review flow for new Clearbit records and another for updated ones — each with independent rules and actions.
Yes. You can run document review workflows in test mode using sample Clearbit data before activating on live records. This lets you verify every document review rule works correctly with your Clearbit setup before processing real data.
The document review agent scales automatically as your Clearbit activity grows. Whether you process 10 or 10,000 document review tasks per day from Clearbit, the AI handles the volume without slowdowns or additional configuration.
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