AI Agent for Proposal Generation — Built for Agenty
Automate Proposal Generation for teams using Agenty. Arahi AI agents handle the workflow end-to-end — no code, set up in minutes.
Proposal v1 drafted. Cover email queued:
How does Agenty work for proposal generation automation?
Agenty works for proposal generation 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 Agenty alongside the other apps your team already uses, watches for the triggers that matter for proposal generation, and takes the next step on its own while keeping a complete audit trail for review. Generate polished proposals in minutes using AI-powered templates and client data. Teams typically see days → Same-day from brief to client-ready draft 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 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 Agenty
Authorize Agenty in your Arahi AI dashboard. The secure connection takes less than 60 seconds.
Configure Your AI Agent
Set up triggers, actions, and conditions specific to how your team uses Agenty.
Deploy & Monitor Results
Your AI agent goes live immediately. Track tasks automated, time saved, and accuracy metrics in real-time.
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 @Agenty for the Northwave deal — pull scope fr
- Agent11:38 AM
Confirmed sender domain DKIM is healthy.
Frequently asked questions
Yes. You define exactly which Agenty 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 Agenty.
Yes. The proposal generation agent connected to Agenty simultaneously interacts with 1,500+ other apps — CRMs, databases, email platforms, and more. A single proposal generation workflow can pull data from Agenty, process it, and push results to multiple destinations.
The dashboard shows proposal generation-specific metrics for your Agenty integration — tasks processed, average handling time, success rates, and escalation frequency. You can track how Agenty-triggered proposal generation workflows perform over time.
When the AI hits an edge case during proposal generation processing in Agenty, it escalates to your team with full context — the Agenty record, what was attempted, and why it needs review. Your proposal generation pipeline never stalls or loses data.
No coding required. The no-code builder walks you through connecting Agenty and configuring proposal generation rules visually. Your team can set up, modify, and manage Agenty-based proposal generation workflows without any developer involvement.
All data exchanged between Agenty and Arahi AI during proposal generation processing is encrypted in transit and at rest. We use OAuth tokens for Agenty access, never store raw credentials, and maintain full audit logs of every proposal generation action.
The Agenty integration maintains a persistent real-time connection for proposal generation automation with automatic retry logic and continuous monitoring. If Agenty experiences downtime, queued proposal generation tasks process automatically once connectivity resumes.
Manual proposal generation in Agenty requires constant tab-switching, copy-pasting, and follow-up tracking. Arahi AI eliminates this by handling proposal generation tasks in real-time as Agenty events occur — running 24/7 with consistent accuracy and zero fatigue.
Arahi AI connects to Agenty via one-click OAuth, then runs proposal generation workflows that read and write Agenty data on a schedule or in response to triggers. You configure the rules once; the agent executes proposal generation across every relevant Agenty record without developer involvement.
Agenty 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 Agenty-adjacent work that genuinely needs human attention.
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