Smarter Document Review for Formstack Teams
Turn Document Review into a background job. Arahi AI agents use Formstack 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 Formstack
Link your Formstack account to Arahi AI. Files and folders are indexed for AI processing immediately.
Set Up File Workflows
Define triggers for Formstack — new uploads, file changes, or folder activity — and the AI actions that follow.
Process & Organize Automatically
AI classifies, extracts data from, and routes files in Formstack. Track documents processed and time saved.
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
Manual document review in Formstack requires constant tab-switching, copy-pasting, and follow-up tracking. Arahi AI eliminates this by handling document review tasks in real-time as Formstack events occur — running 24/7 with consistent accuracy and zero fatigue.
Most users connect Formstack 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.
Teams automating document review through Formstack 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 Formstack-powered document review automation delivers.
Yes. You can run document review workflows in test mode using sample Formstack data before activating on live records. This lets you verify every document review rule works correctly with your Formstack setup before processing real data.
The agent reviews contracts, leases, policies, regulatory filings, and the formstack-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 formstack. 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 Formstack to handle the full document review workflow. The AI agent monitors Formstack events, processes document review tasks automatically, and writes results back to Formstack — no copy-pasting or tab-switching required.
The Formstack integration maintains a persistent real-time connection for document review automation with automatic retry logic and continuous monitoring. If Formstack experiences downtime, queued document review tasks process automatically once connectivity resumes.
Yes. You can create parallel document review workflows that respond to different Formstack events or conditions. For example, one document review flow for new Formstack records and another for updated ones — each with independent rules and actions.
No coding required. The no-code builder walks you through connecting Formstack and configuring document review rules visually. Your team can set up, modify, and manage Formstack-based document review workflows without any developer involvement.
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