Automate Proposal Generation Across Blue with AI
Purpose-built AI agent for Proposal Generation — connects to Blue in minutes so your team can stop doing the work by hand.
Proposal v1 drafted. Cover email queued:
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 Blue
Link Blue to Arahi AI in one click. Your tasks, projects, and documents sync automatically.
Set Up Workspace Automation
Define triggers in Blue — new tasks, status changes, due dates — and the AI actions that follow.
Work Smarter, Not Harder
Your AI agent keeps Blue organized while you focus on execution. Track productivity gains on your dashboard.
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 @Blue for the Northwave deal — pull scope from
- Agent11:38 AM
Confirmed sender domain DKIM is healthy.
Frequently asked questions
When the AI hits an edge case during proposal generation processing in Blue, it escalates to your team with full context — the Blue record, what was attempted, and why it needs review. Your proposal generation pipeline never stalls or loses data.
Most users connect Blue and launch their first proposal generation automation within 10 minutes. The guided wizard handles OAuth authorization, and you configure proposal generation-specific rules through a visual no-code builder.
Yes. You define exactly which Blue 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 Blue.
Yes. The proposal generation agent connected to Blue simultaneously interacts with 1,500+ other apps — CRMs, databases, email platforms, and more. A single proposal generation workflow can pull data from Blue, process it, and push results to multiple destinations.
No coding required. The no-code builder walks you through connecting Blue and configuring proposal generation rules visually. Your team can set up, modify, and manage Blue-based proposal generation workflows without any developer involvement.
The Blue integration maintains a persistent real-time connection for proposal generation automation with automatic retry logic and continuous monitoring. If Blue experiences downtime, queued proposal generation tasks process automatically once connectivity resumes.
The proposal generation agent scales automatically as your Blue activity grows. Whether you process 10 or 10,000 proposal generation tasks per day from Blue, the AI handles the volume without slowdowns or additional configuration.
All data exchanged between Blue and Arahi AI during proposal generation processing is encrypted in transit and at rest. We use OAuth tokens for Blue access, never store raw credentials, and maintain full audit logs of every proposal generation action.
Arahi AI connects to Blue via one-click OAuth, then runs proposal generation workflows that read and write Blue data on a schedule or in response to triggers. You configure the rules once; the agent executes proposal generation across every relevant Blue record without developer involvement.
Blue 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 Blue-adjacent work that genuinely needs human attention.
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