Proposal Generation on Autopilot for Booqable Users
Arahi AI automates Proposal Generation across Booqable, cutting repetitive work so your team can focus on higher-value tasks.
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 Booqable
Link Booqable to Arahi AI in one click. Your tasks, projects, and documents sync automatically.
Set Up Workspace Automation
Define triggers in Booqable — new tasks, status changes, due dates — and the AI actions that follow.
Work Smarter, Not Harder
Your AI agent keeps Booqable 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 @Booqable for the Northwave deal — pull scope
- Agent11:38 AM
Confirmed sender domain DKIM is healthy.
Frequently asked questions
All data exchanged between Booqable and Arahi AI during proposal generation processing is encrypted in transit and at rest. We use OAuth tokens for Booqable access, never store raw credentials, and maintain full audit logs of every proposal generation action.
The Booqable integration automates end-to-end proposal generation — including data capture from Booqable, validation, routing, follow-up actions, and status updates. Every proposal generation step that touches Booqable can be handled by the AI agent.
Most users connect Booqable 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 Booqable 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 Booqable.
Arahi AI connects natively with Booqable to handle the full proposal generation workflow. The AI agent monitors Booqable events, processes proposal generation tasks automatically, and writes results back to Booqable — no copy-pasting or tab-switching required.
The proposal generation agent scales automatically as your Booqable activity grows. Whether you process 10 or 10,000 proposal generation tasks per day from Booqable, the AI handles the volume without slowdowns or additional configuration.
No coding required. The no-code builder walks you through connecting Booqable and configuring proposal generation rules visually. Your team can set up, modify, and manage Booqable-based proposal generation workflows without any developer involvement.
When the AI hits an edge case during proposal generation processing in Booqable, it escalates to your team with full context — the Booqable record, what was attempted, and why it needs review. Your proposal generation pipeline never stalls or loses data.
Arahi AI connects to Booqable via one-click OAuth, then runs proposal generation workflows that read and write Booqable data on a schedule or in response to triggers. You configure the rules once; the agent executes proposal generation across every relevant Booqable record without developer involvement.
Booqable 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 Booqable-adjacent work that genuinely needs human attention.
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