AI Agent for Proposal Generation — Built for Acuity Scheduling
Automate Proposal Generation for teams using Acuity Scheduling. Arahi AI agents handle the workflow end-to-end — no code, set up in minutes.
Proposal v1 drafted. Cover email queued:
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 trigger event and pull the contact's context
- 2Draft the message in your team's voice
- 3Cite each personalized line's source
- 4Queue for your review or auto-send by confidence
Get started in three steps
Connect Acuity Scheduling
Link Acuity Scheduling to Arahi AI in one click. Your tasks, projects, and documents sync automatically.
Set Up Workspace Automation
Define triggers in Acuity Scheduling — new tasks, status changes, due dates — and the AI actions that follow.
Work Smarter, Not Harder
Your AI agent keeps Acuity Scheduling organized while you focus on execution. Track productivity gains on your dashboard.
Northwave · Arahi proposal (v1) — for your Friday review
Attached is the v1 proposal for Northwave — 18 seats, 12-month term, $138K ACV with the early-renewal credit applied.
Personalized using LinkedIn activity from the last 30 days.
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.
- Marco11:42 AM
Approved the draft to procurement@northwave.io.
- Agent11:41 AM
Drafted the email and queued it for review.
Reason: High-confidence personalization but recipient is C-level — escalating per policy.
- Agent11:40 AM
Pulled LinkedIn activity and HubSpot deal context.
- Agent11:40 AM
Triggered: Generate a tailored proposal with @Acuity Scheduling for the Northwave deal — pu
- Agent11:38 AM
Confirmed sender domain DKIM is healthy.
Frequently asked questions
Yes. You can run proposal generation workflows in test mode using sample Acuity Scheduling data before activating on live records. This lets you verify every proposal generation rule works correctly with your Acuity Scheduling setup before processing real data.
The dashboard shows proposal generation-specific metrics for your Acuity Scheduling integration — tasks processed, average handling time, success rates, and escalation frequency. You can track how Acuity Scheduling-triggered proposal generation workflows perform over time.
The Acuity Scheduling integration automates end-to-end proposal generation — including data capture from Acuity Scheduling, validation, routing, follow-up actions, and status updates. Every proposal generation step that touches Acuity Scheduling can be handled by the AI agent.
No coding required. The no-code builder walks you through connecting Acuity Scheduling and configuring proposal generation rules visually. Your team can set up, modify, and manage Acuity Scheduling-based proposal generation workflows without any developer involvement.
Yes. You define exactly which Acuity Scheduling events start proposal generation workflows — new records, status changes, messages, or custom triggers. Each trigger can have conditions so proposal generation actions only fire when your specific criteria are met in Acuity Scheduling.
All data exchanged between Acuity Scheduling and Arahi AI during proposal generation processing is encrypted in transit and at rest. We use OAuth tokens for Acuity Scheduling access, never store raw credentials, and maintain full audit logs of every proposal generation action.
Teams automating proposal generation through Acuity Scheduling typically save 10-20 hours per week on manual processing. The ROI dashboard tracks time saved, tasks completed, and error reduction so you can quantify exactly what Acuity Scheduling-powered proposal generation automation delivers.
Most users connect Acuity Scheduling and launch their first proposal generation automation within 10 minutes. The guided wizard handles OAuth authorization, and you configure proposal generation-specific rules through a visual no-code builder.
Arahi AI connects to Acuity Scheduling via one-click OAuth, then runs proposal generation workflows that read and write Acuity Scheduling data on a schedule or in response to triggers. You configure the rules once; the agent executes proposal generation across every relevant Acuity Scheduling record without developer involvement.
Acuity Scheduling holds the data; AI supplies the judgment and throughput. Together they turn proposal generation from a manual, inconsistent process into one that runs at machine speed with a consistent quality bar — freeing your team to focus on the Acuity Scheduling-adjacent work that genuinely needs human attention.
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