Document Review Automation on Close, Powered by AI
Run Document Review on top of Close with an Vayan 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.
How does Close work for document review automation?
Close works for document review automation by powering an Vayan AI agent that runs the workflow end-to-end inside your existing tools — no code, no custom build. The agent connects to Close alongside the other apps your team already uses, watches for the triggers that matter for document review, and takes the next step on its own while keeping a complete audit trail for review. AI analyzes contracts and documents in minutes instead of hours, surfacing key clauses and risks. Teams typically see hours → Minutes with flags for attorney attention once the agent is in production. You stay in control: every action is logged, confidence thresholds are configurable, and anything ambiguous is queued for a human instead of being silently auto-completed.
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 Your Close Account
Authorize Close via OAuth in one click. Vayan 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 Close.
Launch & Track Revenue Impact
Your AI agent starts working inside Close. Track leads processed, deals influenced, and time saved 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 Close 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.
All data exchanged between Close and Vayan AI during document review processing is encrypted in transit and at rest. We use OAuth tokens for Close 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 Close events or conditions. For example, one document review flow for new Close records and another for updated ones — each with independent rules and actions.
Manual document review in Close requires constant tab-switching, copy-pasting, and follow-up tracking. Vayan AI eliminates this by handling document review tasks in real-time as Close events occur — running 24/7 with consistent accuracy and zero fatigue.
The agent reviews contracts, leases, policies, regulatory filings, and the close-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 close. The agent applies these standards consistently across every document — eliminating the variance that comes from different reviewers with different opinions.
Yes. You can run document review workflows in test mode using sample Close data before activating on live records. This lets you verify every document review rule works correctly with your Close setup before processing real data.
The dashboard shows document review-specific metrics for your Close integration — tasks processed, average handling time, success rates, and escalation frequency. You can track how Close-triggered document review workflows perform over time.
The document review agent scales automatically as your Close activity grows. Whether you process 10 or 10,000 document review tasks per day from Close, the AI handles the volume without slowdowns or additional configuration.
The Close integration maintains a persistent real-time connection for document review automation with automatic retry logic and continuous monitoring. If Close experiences downtime, queued document review tasks process automatically once connectivity resumes.
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