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 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.

  • Review status: mark each cell as verified, needing review, or incorrect 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.

Notifications in August

Click Notifications in the left sidebar to open the notification panel. It has up to three tabs:

  • Sharing: someone shared a project, folder, chat, tabular review, playbook, or agent with you.

  • Agents: an agent run you're responsible for completed, failed, or was cancelled.

  • Email: new emails from your connected Outlook account, grouped into New, Important, and Unread. This tab appears only when Outlook is connected.

Agent Run Notifications

Each agent run notifies exactly one person:

  • Manual runs: the person who clicked Run. On a shared agent, that is the runner, not the owner.

  • Scheduled runs: the agent's owner.

Other people the agent is shared with are not notified.

Email Notifications

We send email notifications in two cases:

  • Shares: when you share something, check Send email notification in the share dialog to email the recipients as well. You can add an optional message.

  • Chat completions: turn on email for finished chat responses in your settings, as described below.

Managing Notification Preferences

Get alerted when a chat response finishes while you're away:

  1. Open Settings from the left navigation menu.

  2. Under Chat completions, turn on Browser notification, Email, or both.

Browser notifications need permission from your browser, which it asks for when you turn them on. If notifications are blocked, allow them for August in your browser settings and try again.

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.

  • Email only when it matters: check Send email notification when sharing time-sensitive work; recipients always see the share in August.

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