Document Review Automation on Teamwork, Powered by AI
Run Document Review on top of Teamwork with an Arahi AI agent. Faster execution, fewer errors, zero manual busywork.
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 Teamwork
Link Teamwork to Arahi AI in one click. Your tasks, projects, and documents sync automatically.
Set Up Workspace Automation
Define triggers in Teamwork — new tasks, status changes, due dates — and the AI actions that follow.
Work Smarter, Not Harder
Your AI agent keeps Teamwork 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
Most users connect Teamwork 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.
The Teamwork integration automates end-to-end document review — including data capture from Teamwork, validation, routing, follow-up actions, and status updates. Every document review step that touches Teamwork can be handled by the AI agent.
All data exchanged between Teamwork and Arahi AI during document review processing is encrypted in transit and at rest. We use OAuth tokens for Teamwork access, never store raw credentials, and maintain full audit logs of every document review action.
Yes. You can create parallel document review workflows that respond to different Teamwork events or conditions. For example, one document review flow for new Teamwork records and another for updated ones — each with independent rules and actions.
The agent reviews contracts, leases, policies, regulatory filings, and the teamwork-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 teamwork. The agent applies these standards consistently across every document — eliminating the variance that comes from different reviewers with different opinions.
Teams automating document review through Teamwork 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 Teamwork-powered document review automation delivers.
The dashboard shows document review-specific metrics for your Teamwork integration — tasks processed, average handling time, success rates, and escalation frequency. You can track how Teamwork-triggered document review workflows perform over time.
Yes. You can run document review workflows in test mode using sample Teamwork data before activating on live records. This lets you verify every document review rule works correctly with your Teamwork setup before processing real data.
When the AI hits an edge case during document review processing in Teamwork, it escalates to your team with full context — the Teamwork record, what was attempted, and why it needs review. Your document review pipeline never stalls or loses data.
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