Smarter Document Review for Affinity Teams
Turn Document Review into a background job. Arahi AI agents use Affinity to execute on your behalf, 24/7.
Benefits
- Review in Minutes
- AI analyzes contracts and documents in minutes instead of hours, surfacing key clauses and risks.
- Risk Detection
- Automatically flag unusual terms, missing clauses, and compliance issues before they become problems.
- Version Comparison
- Instantly compare document versions and highlight every change with context.
- Standardized Analysis
- Apply consistent review criteria across all documents regardless of volume.
Capabilities
- Contact Sync & Enrichment
- Automatically sync contacts, companies, and deals between your CRM and AI agents in real-time.
- Pipeline Automation
- Move deals through pipeline stages based on AI-detected signals like email engagement, meeting outcomes, and activity patterns.
- Activity Logging
- Every AI-driven interaction — emails, calls, tasks — is logged to the right CRM record with full context.
- Lead Scoring Integration
- AI scores flow directly into your CRM lead fields so sales reps prioritize from a single source of truth.
- Custom Field Mapping
- Map any CRM field to AI agent inputs and outputs with a no-code field mapper.
- Revenue Intelligence
- AI analyzes CRM data to forecast revenue, flag at-risk deals, and recommend next-best actions.
How it works
- Connect Your Affinity Account
Authorize Affinity via OAuth in one click. Arahi AI maps your contacts, deals, and custom fields automatically.
- Set Up Sales Automation Rules
Define triggers — new lead, deal stage change, stale pipeline — and the AI actions to take in Affinity.
- Launch & Track Revenue Impact
Your AI agent starts working inside Affinity. Track leads processed, deals influenced, and time saved on your dashboard.
Use cases
- CRM Record Automation
- AI keeps your Affinity data clean and current — updating records, merging duplicates, and enriching contacts with external data automatically.
- Pipeline Intelligence
- AI monitors your Affinity pipeline for stalled deals, missing activities, and at-risk accounts — alerting reps with recommended actions.
- Sales Activity Sync
- Every email, call, and meeting is automatically logged to the right Affinity record, giving managers full visibility without manual data entry.
Frequently asked questions
- How does Affinity data stay secure during document review automation?
- All data exchanged between Affinity and Arahi AI during document review processing is encrypted in transit and at rest. We use OAuth tokens for Affinity access, never store raw credentials, and maintain full audit logs of every document review action.
- How does AI-powered document review via Affinity compare to manual processing?
- Manual document review in Affinity requires constant tab-switching, copy-pasting, and follow-up tracking. Arahi AI eliminates this by handling document review tasks in real-time as Affinity events occur — running 24/7 with consistent accuracy and zero fatigue.
- Can I customize which Affinity events trigger document review actions?
- Yes. You define exactly which Affinity 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 Affinity.
- What ROI can I expect from automating document review with Affinity?
- Teams automating document review through Affinity 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 Affinity-powered document review automation delivers.
- What types of documents can the document review agent review for Affinity?
- The agent reviews contracts, leases, policies, regulatory filings, and the affinity-specific documents your team handles daily — extracting key clauses, flagging non-standard terms, and surfacing risks against your standards library.
- Does the document review agent learn Affinity-specific clauses and standards?
- Yes. You configure standard clauses, acceptable variations, and red-flag language specific to affinity. The agent applies these standards consistently across every document — eliminating the variance that comes from different reviewers with different opinions.
- How does Arahi AI automate document review directly inside Affinity?
- Arahi AI connects natively with Affinity to handle the full document review workflow. The AI agent monitors Affinity events, processes document review tasks automatically, and writes results back to Affinity — no copy-pasting or tab-switching required.
- What happens when the document review agent encounters an issue in Affinity?
- When the AI hits an edge case during document review processing in Affinity, it escalates to your team with full context — the Affinity record, what was attempted, and why it needs review. Your document review pipeline never stalls or loses data.
- Can I test document review automation with Affinity before going live?
- Yes. You can run document review workflows in test mode using sample Affinity data before activating on live records. This lets you verify every document review rule works correctly with your Affinity setup before processing real data.
- Can I run multiple document review workflows with different Affinity triggers?
- Yes. You can create parallel document review workflows that respond to different Affinity events or conditions. For example, one document review flow for new Affinity records and another for updated ones — each with independent rules and actions.