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Search guides, answers, and troubleshooting steps, or contact Trowel.AI Support.
Find answers by category.
Getting Started
Set up your workspace and first workflow.
1 article
Healthcare Workflows
Configure pre-claim, onboarding, and more.
3 articles
Pre-Claim Review
Each step of the readiness check, and what to do when one fails.
14 articles
Documents
Uploads, supported formats, and extraction.
3 articles
Account & Access
Users, roles, and sign-in settings.
2 articles
Troubleshooting
Fix stuck items and processing errors.
1 article
Security
Data protection, access, and audit trails.
1 article
Support Requests
Create and track support tickets.
1 article
Need a person?
Tell us what happened and we will follow up by email.
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Popular articles
- Create your first healthcare workflowChoose a template, upload sample documents, and set review rules.
- Invite your team and assign rolesAdd reviewers, managers, and administrators with the right permissions.
- Configure Pre-Claim Review requirementsDefine required documents and checks for each claim type.
- Supported document formatsPDF, TIFF, PNG, JPEG, DOCX, and faxed images.
- Why a field is marked low confidenceHow confidence thresholds work and how to review highlighted fields.
- A workflow item stopped processingCheck source files, requirements, and connection status.
Frequently asked questions
Trowel.AI focuses on repetitive operational work across teams: document processing, data extraction, onboarding paperwork, compliance checks, missing information detection, and routing items for human review.
No. Trowel handles repetitive steps such as extraction and validation. Uncertain, inconsistent, or high-impact items are routed to people on your team, who approve, edit, request information, or reject.
Operations, finance, HR, sales, compliance, and customer support teams, along with the managers and leaders who oversee that work. Industry experts are available for healthcare, insurance, real estate, home services, financial services, and manufacturing.
Most teams start with one workflow. You share sample documents and requirements, we configure the workflow together, and your team reviews results before using it day to day.
Trowel includes role-based access, encryption in transit and at rest, audit trails, and controlled data access. Our security team can walk through specific requirements with your organization.
Yes. Trowel can receive work through uploads, email, shared folders, and APIs, and can send results back to your existing queues. Integration options depend on your plan and environment.
Report an issue or track a request.
Tell us what happened and how urgent it is. You will get a request number to follow its progress.
- High priority requests are reviewed first.
- Updates are sent to the email you provide.
- Please do not include patient or other confidential information.