Run Workflow on Acquire — AI Agent
Already on Acquire? Add an Arahi AI agent for Workflow and save hours every week without writing code.
Brightlane closed-won. Handoff fired:
Meeting notes
- • Slack: #cs-brightlane channel created · Marco assigned.
- • Notion: project workspace cloned from template.
- • Calendar: kickoff booked Tue Mar 12, 2:00 PM PT (45 min).
How does Acquire work for workflow automation?
Acquire works for workflow automation by powering an Arahi AI agent that runs the workflow end-to-end inside your existing tools — no code, no custom build. The agent connects to Acquire alongside the other apps your team already uses, watches for the triggers that matter for workflow, and takes the next step on its own while keeping a complete audit trail for review. Design complex automation workflows with a visual builder — no developers needed. Teams typically see eliminated across connected systems 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 meeting transcript end-to-end
- 2Extract decisions, commitments, and next steps
- 3Update the deal record and advance the stage if criteria met
- 4Notify the right teammate with the relevant context
Get started in three steps
Connect Acquire
Add Acquire to your Arahi AI workspace in seconds. The AI immediately starts listening for messages and events.
Configure Message Workflows
Choose which Acquire channels, threads, or DMs trigger AI actions — and what happens next.
Automate & Stay in the Loop
The AI handles routine messages and tasks in Acquire while escalating anything that needs your attention.
Slack: #cs-brightlane channel created · Marco assigned.
Action items extracted; assignees notified in Slack.
Three deals moved to next stage; risks flagged for the AE.
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.
- Agent2:47 PM
Updated Salesforce · Closed-won with the meeting outcome.
- Agent2:46 PM
Advanced deal stage; the criteria for Proposal were met.
Reason: Budget confirmed and decision-maker identified per stage definition.
- Agent2:45 PM
Wrote meeting notes for Handoff · Brightlane · Closed-won $86K.
- Agent2:44 PM
Read the transcript and extracted action items.
- Agent2:30 PM
Triggered by call end event in Granola.
Frequently asked questions
The Acquire integration automates end-to-end workflow — including data capture from Acquire, validation, routing, follow-up actions, and status updates. Every workflow step that touches Acquire can be handled by the AI agent.
Arahi AI connects natively with Acquire to handle the full workflow workflow. The AI agent monitors Acquire events, processes workflow tasks automatically, and writes results back to Acquire — no copy-pasting or tab-switching required.
Yes. You define exactly which Acquire events start workflow workflows — new records, status changes, messages, or custom triggers. Each trigger can have conditions so workflow actions only fire when your specific criteria are met in Acquire.
Manual workflow in Acquire requires constant tab-switching, copy-pasting, and follow-up tracking. Arahi AI eliminates this by handling workflow tasks in real-time as Acquire events occur — running 24/7 with consistent accuracy and zero fatigue.
Anything that follows repeatable rules — approvals, document routing, multi-system handoffs, scheduled tasks, and the acquire-specific cross-departmental processes that today rely on email follow-ups and tribal knowledge.
No. Workflows are built in a visual no-code builder by your acquire ops or business teams. Most workflows go from idea to live in under a day without any developer involvement.
Yes. You can create parallel workflow workflows that respond to different Acquire events or conditions. For example, one workflow flow for new Acquire records and another for updated ones — each with independent rules and actions.
When the AI hits an edge case during workflow processing in Acquire, it escalates to your team with full context — the Acquire record, what was attempted, and why it needs review. Your workflow pipeline never stalls or loses data.
The Acquire integration maintains a persistent real-time connection for workflow automation with automatic retry logic and continuous monitoring. If Acquire experiences downtime, queued workflow tasks process automatically once connectivity resumes.
No coding required. The no-code builder walks you through connecting Acquire and configuring workflow rules visually. Your team can set up, modify, and manage Acquire-based workflow workflows without any developer involvement.
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