AI Agent for Data Entry — Built for Better Proposals
Automate Data Entry for teams using Better Proposals. Arahi AI agents handle the workflow end-to-end — no code, set up in minutes.
47 PDFs processed today. Latest entry:
Meeting notes
- • Vendor: Riverline Co. · Term: 12 months from Apr 1.
- • Total contract value: $42,000 net 30.
- • Signed by: Theo Park (CEO, Riverline) + Daniel R. (Arahi).
How does Better Proposals work for data entry automation?
Better Proposals works for data entry 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 Better Proposals alongside the other apps your team already uses, watches for the triggers that matter for data entry, and takes the next step on its own while keeping a complete audit trail for review. AI extracts, validates, and enters data from documents, emails, and forms automatically. Teams typically see high across mixed document formats 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 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 Better Proposals
Authorize Better Proposals in your Arahi AI dashboard. Projects, clients, and financial data sync instantly.
Define Business Workflows
Set up automation rules for Better Proposals — project milestones, invoice events, or client status changes trigger AI actions.
Run Your Business on Autopilot
AI handles the operational work inside Better Proposals while you focus on growth. Track efficiency gains live.
Vendor: Riverline Co. · Term: 12 months from Apr 1.
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 Sheets · Vendor agreements 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 PDF · Vendor agreement · Riverline.pdf.
- Agent2:44 PM
Read the transcript and extracted action items.
- Agent2:30 PM
Triggered by call end event in Granola.
Frequently asked questions
Yes. The data entry agent connected to Better Proposals simultaneously interacts with 1,500+ other apps — CRMs, databases, email platforms, and more. A single data entry workflow can pull data from Better Proposals, process it, and push results to multiple destinations.
Arahi AI connects natively with Better Proposals to handle the full data entry workflow. The AI agent monitors Better Proposals events, processes data entry tasks automatically, and writes results back to Better Proposals — no copy-pasting or tab-switching required.
The Better Proposals integration automates end-to-end data entry — including data capture from Better Proposals, validation, routing, follow-up actions, and status updates. Every data entry step that touches Better Proposals can be handled by the AI agent.
No coding required. The no-code builder walks you through connecting Better Proposals and configuring data entry rules visually. Your team can set up, modify, and manage Better Proposals-based data entry workflows without any developer involvement.
The agent reads PDFs, scanned images, emails, spreadsheets, and structured forms — extracting data fields and writing them to your systems. Even handwritten forms common in better proposals (intake, work orders, inspection reports) are processed accurately.
Validated extraction accuracy typically exceeds 98% on standardized documents — significantly better than the 4-5% error rates common with manual data entry in better proposals environments. Edge cases below the confidence threshold are flagged for human review instead of guessed.
Yes. You define exactly which Better Proposals events start data entry workflows — new records, status changes, messages, or custom triggers. Each trigger can have conditions so data entry actions only fire when your specific criteria are met in Better Proposals.
All data exchanged between Better Proposals and Arahi AI during data entry processing is encrypted in transit and at rest. We use OAuth tokens for Better Proposals access, never store raw credentials, and maintain full audit logs of every data entry action.
Teams automating data entry through Better Proposals 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 Better Proposals-powered data entry automation delivers.
Most users connect Better Proposals and launch their first data entry automation within 10 minutes. The guided wizard handles OAuth authorization, and you configure data entry-specific rules through a visual no-code builder.
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