Energy + Affinity: Automation with AI
Transform how your Energy team uses Affinity. Arahi AI agents automate processes, cut costs, and boost output.
1,240 customers notified. Sample message:
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 Your Affinity Account
Authorize Affinity via OAuth in one click. Arahi AI maps your contacts, deals, and custom fields automatically.
Set Up Sales Automation Rules
Define triggers — new lead, deal stage change, stale pipeline — and the AI actions to take in Affinity. For energy teams, this typically means routing workflows from tools like SAP IS-U alongside Affinity.
Launch & Track Revenue Impact
Your AI agent starts working inside Affinity. Track leads processed, deals influenced, and time saved on your dashboard.
Northbrook update · power restoration ETA 4:30 PM
Estimated restoration: 4:30 PM (within ±30 min). We'll send a follow-up the moment power is back.
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 zone-northbrook@notify.utility.
- 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: On every reported outage, have @Affinity send proactive updates to affected cust
- Agent11:38 AM
Confirmed sender domain DKIM is healthy.
Frequently asked questions
Most energy businesses see measurable time savings within the first week of connecting Affinity. The AI agent starts processing energy tasks the moment you activate the Affinity integration — no training period or warm-up required.
You can automate the full range of energy workflows through Affinity — lead processing, data entry, document handling, customer communications, and reporting. The AI agent reads from and writes back to Affinity so your energy data stays centralized.
Yes. Arahi AI scales from solo operators to enterprise energy teams. Start with one Affinity-powered automation for your energy workflows and expand as you see results — pricing and capacity grow with your energy business needs.
All data exchanged between Affinity and Arahi AI during energy processing is encrypted in transit and at rest. We use OAuth for Affinity access, maintain complete audit trails, and follow enterprise-grade security practices for energy compliance.
Arahi AI uses Affinity as a structured surface for the operational work behind field-service scheduling tangled with weather, crews, and permits. Instead of your energy team coordinating manually, the agent listens for the right Affinity events, takes the next action, and escalates only when judgment is required — turning a recurring drain into a measurable workflow.
For energy teams, the highest-leverage automations on top of Affinity target outage and maintenance communications lagging customer expectations and the routine Affinity-mediated work that surrounds it. An Arahi AI agent runs those flows continuously, captures the audit trail in Affinity, and frees your team to focus on the cases that actually need human attention.
The dashboard shows energy-specific metrics for your Affinity integration — tasks processed, average handling time, success rates, and escalation frequency. You can track how Affinity-triggered energy automations perform and optimize over time.
Yes. You can adjust your energy workflow rules for Affinity anytime through the no-code builder. Add new triggers, change conditions, update routing logic, or expand to additional Affinity-powered energy automations — all without developer help.
Arahi AI connects directly to Affinity to automate workflows specific to energy. Data flows in real-time between Affinity and the AI agent, tasks trigger automatically based on energy events, and your team saves hours of manual processing every week.
Yes. You can run energy workflows in test mode using sample Affinity data before activating on live records. This lets you verify every automation rule works correctly with your energy processes before it touches real Affinity data.
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