Automate Proposal Generation Across CastingWords with AI
Purpose-built AI agent for Proposal Generation — connects to CastingWords 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 CastingWords
Link CastingWords to Arahi AI in one click. Your tasks, projects, and documents sync automatically.
Set Up Workspace Automation
Define triggers in CastingWords — new tasks, status changes, due dates — and the AI actions that follow.
Work Smarter, Not Harder
Your AI agent keeps CastingWords 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 @CastingWords for the Northwave deal — pull sc
- Agent11:38 AM
Confirmed sender domain DKIM is healthy.
Frequently asked questions
The CastingWords integration automates end-to-end proposal generation — including data capture from CastingWords, validation, routing, follow-up actions, and status updates. Every proposal generation step that touches CastingWords can be handled by the AI agent.
Arahi AI connects natively with CastingWords to handle the full proposal generation workflow. The AI agent monitors CastingWords events, processes proposal generation tasks automatically, and writes results back to CastingWords — no copy-pasting or tab-switching required.
The proposal generation agent scales automatically as your CastingWords activity grows. Whether you process 10 or 10,000 proposal generation tasks per day from CastingWords, the AI handles the volume without slowdowns or additional configuration.
All data exchanged between CastingWords and Arahi AI during proposal generation processing is encrypted in transit and at rest. We use OAuth tokens for CastingWords access, never store raw credentials, and maintain full audit logs of every proposal generation action.
Yes. The proposal generation agent connected to CastingWords simultaneously interacts with 1,500+ other apps — CRMs, databases, email platforms, and more. A single proposal generation workflow can pull data from CastingWords, process it, and push results to multiple destinations.
Yes. You can run proposal generation workflows in test mode using sample CastingWords data before activating on live records. This lets you verify every proposal generation rule works correctly with your CastingWords setup before processing real data.
The CastingWords integration maintains a persistent real-time connection for proposal generation automation with automatic retry logic and continuous monitoring. If CastingWords experiences downtime, queued proposal generation tasks process automatically once connectivity resumes.
No coding required. The no-code builder walks you through connecting CastingWords and configuring proposal generation rules visually. Your team can set up, modify, and manage CastingWords-based proposal generation workflows without any developer involvement.
Arahi AI connects to CastingWords via one-click OAuth, then runs proposal generation workflows that read and write CastingWords data on a schedule or in response to triggers. You configure the rules once; the agent executes proposal generation across every relevant CastingWords record without developer involvement.
CastingWords 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 CastingWords-adjacent work that genuinely needs human attention.
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