Proposals drafted from the discovery calls, not from a generic template.
Claude reads the call transcripts, the email thread, and your existing proposal library, then drafts a proposal that references the specific things the buyer said they cared about — in language your CRO recognizes as on-brand.
Proposal v1 drafted. Cover email queued:
How does Anthropic (Claude) work for proposal generation automation?
Anthropic (Claude) 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 Anthropic (Claude) 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 Anthropic (Claude)
Authorize Anthropic (Claude) 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 Anthropic (Claude).
Deploy & Monitor Results
Your AI agent goes live immediately. Track tasks automated, time saved, and accuracy metrics in real-time.
Outpost · Arahi proposal (v1) — for your Friday review
Attached is the v1 proposal for Outpost — 14 seats, 12-month term, $108K 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@outpost-co.com.
- 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 @Claude for the Outpost deal — pull scope from
- Agent11:38 AM
Confirmed sender domain DKIM is healthy.
Frequently asked questions
No. The template is the structure. Claude fills the structure with the specifics from the deal — the pain points the buyer named, the metrics they want to move, the integration requirements they mentioned in passing on call three. The template stays; the substance gets specific.
From your pricing config, plus the deal's qualifying signals (company size, use case, contract length). It proposes the package that matches and surfaces the tradeoffs — what the buyer gives up at each tier — instead of just listing features.
Pulled from your library (DocuSign, PandaDoc, your contract repo). The agent maps the buyer's requirements (SOC 2, GDPR, data residency) to the right exhibits and flags gaps before legal sees the draft.
Three to five minutes for a $50K-ARR deal with a 30-page proposal. Most of the time is the agent re-reading the call recordings to make sure no buyer-specific commitment got lost.
Drafts go to the AE first (correctness check), then to the deal-desk role for pricing approval, then out. The agent tracks the changes at each stage and learns from them — your final-version language becomes the next draft's voice reference.
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7-day free trial. Works with the tools you already use.