Meeting Notes & Summaries on Autopilot for Celoxis Users
Arahi AI automates Meeting Notes & Summaries across Celoxis, cutting repetitive work so your team can focus on higher-value tasks.
Northwave · Discovery call summarized and logged:
Meeting notes
- • Budget confirmed: ~$140K ACV, Q3 rollout window.
- • Blocker: needs SOC 2 Type II report before legal review.
- • Next step: Priya sends ROI model + reference call with Beacongrid.
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 Celoxis
Link Celoxis to Arahi AI in one click. Your tasks, projects, and documents sync automatically.
Set Up Workspace Automation
Define triggers in Celoxis — new tasks, status changes, due dates — and the AI actions that follow.
Work Smarter, Not Harder
Your AI agent keeps Celoxis organized while you focus on execution. Track productivity gains on your dashboard.
Budget confirmed: ~$140K ACV, Q3 rollout window.
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 Salesforce · Opportunities 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 Northwave · Discovery.
- Agent2:44 PM
Read the transcript and extracted action items.
- Agent2:30 PM
Triggered by call end event in Granola.
Frequently asked questions
Most users connect Celoxis and launch their first meeting notes & summaries automation within 10 minutes. The guided wizard handles OAuth authorization, and you configure meeting notes & summaries-specific rules through a visual no-code builder.
All data exchanged between Celoxis and Arahi AI during meeting notes & summaries processing is encrypted in transit and at rest. We use OAuth tokens for Celoxis access, never store raw credentials, and maintain full audit logs of every meeting notes & summaries action.
Arahi AI connects natively with Celoxis to handle the full meeting notes & summaries workflow. The AI agent monitors Celoxis events, processes meeting notes & summaries tasks automatically, and writes results back to Celoxis — no copy-pasting or tab-switching required.
Yes. You can run meeting notes & summaries workflows in test mode using sample Celoxis data before activating on live records. This lets you verify every meeting notes & summaries rule works correctly with your Celoxis setup before processing real data.
Yes. The agent joins scheduled meetings on Zoom, Google Meet, Teams, or Webex, captures the conversation, and produces summaries — without anyone having to remember to start a recording or take notes during the call.
The agent extracts decisions, action items with owners and due dates, key topics discussed, and follow-up commitments — formatted to match your celoxis team's preferred meeting summary structure.
No coding required. The no-code builder walks you through connecting Celoxis and configuring meeting notes & summaries rules visually. Your team can set up, modify, and manage Celoxis-based meeting notes & summaries workflows without any developer involvement.
The meeting notes & summaries agent scales automatically as your Celoxis activity grows. Whether you process 10 or 10,000 meeting notes & summaries tasks per day from Celoxis, the AI handles the volume without slowdowns or additional configuration.
The Celoxis integration maintains a persistent real-time connection for meeting notes & summaries automation with automatic retry logic and continuous monitoring. If Celoxis experiences downtime, queued meeting notes & summaries tasks process automatically once connectivity resumes.
Yes. You can create parallel meeting notes & summaries workflows that respond to different Celoxis events or conditions. For example, one meeting notes & summaries flow for new Celoxis records and another for updated ones — each with independent rules and actions.
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