Tabular Review

Collaboration and Notifications

August supports real-time collaboration across matters and documents, with notifications to keep your team informed of updates and changes.

This video shows how to share Tabular Reviews and collaborate with teammates.

Live Collaboration

Work together in real time on the same matters and documents within August:

  • Multiple team members can collaborate simultaneously — Colleagues can work on the same matter at the same time without conflict.

  • See updates from colleagues in real time — Changes and additions appear instantly as they happen.

  • Shared workspaces with full context preservation — When you share a workspace, collaborators get the full picture: documents, chat history, and outputs stay together so context is never lost.

Tabular Review Collaboration

Within Tabular Review, you can share reviews with teammates and work through them together:

  • Sharing reviews — Share a tabular review with colleagues for collaborative review.

  • Comments — Collaborators can comment on individual cells to ask questions or flag issues.

  • Verification flags — Track which cells have been verified and which are needs-review to maintain a clear review trail.

  • Cell-level citations — Each cell traces back to source documents. Check citations before finalizing conclusions.

If a shared Tabular Review is deleted, all collaborators lose access immediately. The review disappears from lists and cannot be opened from its direct link. See Delete Tabular Reviews for details.

Real-Time Notifications

Stay informed with instant notifications across multiple channels:

  • In-app notifications — Get immediate updates within August when colleagues make changes, add comments, or share workspaces with you.

  • Email notifications — Receive email alerts for important matter updates and shared content.

Notifications ensure you never miss critical updates on your matters, whether you're actively working in August or away from your desk.

Notification Types

Artifact Notifications

When artifacts (such as Playbooks or Tabular Reviews) are created, modified, or shared, you receive notifications:

  • Artifact shared — When someone shares a playbook or tabular review with you

  • Artifact updated — When a shared artifact you have access to is modified

  • Comment added — When someone adds a comment to an artifact you're collaborating on

Outlook Integration Notifications

When Outlook is connected, you receive notifications for email-related activity:

  • New emails synced — When new emails from connected folders are indexed and available for analysis

  • Attachment processed — When an email attachment has been analyzed and is ready for review

  • Email agent completed — When an automated agent triggered by an email finishes processing

Agent Run Notifications

When agents change state, you receive notifications about their status:

  • Agent completed — When an agent finishes successfully

  • Agent failed — When an agent encounters an error and cannot complete

  • Agent cancelled — When an agent run is cancelled before completion

  • Agent waiting for input — When an agent run pauses at a human-input step and needs a response to continue

Agent completion notifications are sent to the person associated with the agent run. For upload-triggered agents, this is typically the agent owner. For manually triggered runs, notifications go to the user who initiated the run.

Agent notifications are separate from artifact sharing. The recipient of an agent completion notification depends on how the agent was triggered, not on artifact sharing settings.

Managing Notification Preferences

Configure how you receive notifications based on your workflow preferences:

  1. Go to Settings from the left navigation menu.

  2. Select Notifications.

  3. Toggle preferences for in-app, email, or both notification types.

  4. Choose which activities you want to be notified about.

For high-volume matters, consider disabling email notifications for minor updates while keeping in-app notifications active so you stay informed without inbox overload.

Best Practices for Collaboration

  • Use shared workspaces for ongoing matters — Create a shared workspace at the start of a matter so all related documents and conversations stay in one place.

  • Comment before you finalize — Use cell comments in Tabular Review to flag questions before marking cells as verified.

  • Configure notification settings — Adjust your preferences to match your workflow and avoid notification fatigue.

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