Run Workflow on Acuity Scheduling — AI Agent
Already on Acuity Scheduling? 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).
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 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.
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
All data exchanged between Acuity Scheduling and Arahi AI during workflow 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 workflow action.
Arahi AI connects natively with Acuity Scheduling to handle the full workflow workflow. The AI agent monitors Acuity Scheduling events, processes workflow tasks automatically, and writes results back to Acuity Scheduling — no copy-pasting or tab-switching required.
Yes. You define exactly which Acuity Scheduling 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 Acuity Scheduling.
The Acuity Scheduling integration maintains a persistent real-time connection for workflow automation with automatic retry logic and continuous monitoring. If Acuity Scheduling experiences downtime, queued workflow tasks process automatically once connectivity resumes.
Anything that follows repeatable rules — approvals, document routing, multi-system handoffs, scheduled tasks, and the acuity scheduling-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 acuity scheduling ops or business teams. Most workflows go from idea to live in under a day without any developer involvement.
When the AI hits an edge case during workflow processing in Acuity Scheduling, it escalates to your team with full context — the Acuity Scheduling record, what was attempted, and why it needs review. Your workflow pipeline never stalls or loses data.
The workflow agent scales automatically as your Acuity Scheduling activity grows. Whether you process 10 or 10,000 workflow tasks per day from Acuity Scheduling, the AI handles the volume without slowdowns or additional configuration.
The Acuity Scheduling integration automates end-to-end workflow — including data capture from Acuity Scheduling, validation, routing, follow-up actions, and status updates. Every workflow 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 workflow rules visually. Your team can set up, modify, and manage Acuity Scheduling-based workflow workflows without any developer involvement.
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