Proposal Generation Automation on Celoxis, Powered by AI
Run Proposal Generation on top of Celoxis with an Arahi AI agent. Faster execution, fewer errors, zero manual busywork.
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 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.
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 @Celoxis for the Northwave deal — pull scope f
- Agent11:38 AM
Confirmed sender domain DKIM is healthy.
Frequently asked questions
All data exchanged between Celoxis and Arahi AI during proposal generation 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 proposal generation action.
Teams automating proposal generation through Celoxis 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 Celoxis-powered proposal generation automation delivers.
No coding required. The no-code builder walks you through connecting Celoxis and configuring proposal generation rules visually. Your team can set up, modify, and manage Celoxis-based proposal generation workflows without any developer involvement.
Yes. You define exactly which Celoxis 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 Celoxis.
Arahi AI connects natively with Celoxis to handle the full proposal generation workflow. The AI agent monitors Celoxis events, processes proposal generation tasks automatically, and writes results back to Celoxis — no copy-pasting or tab-switching required.
Yes. You can create parallel proposal generation workflows that respond to different Celoxis events or conditions. For example, one proposal generation flow for new Celoxis records and another for updated ones — each with independent rules and actions.
Manual proposal generation in Celoxis requires constant tab-switching, copy-pasting, and follow-up tracking. Arahi AI eliminates this by handling proposal generation tasks in real-time as Celoxis events occur — running 24/7 with consistent accuracy and zero fatigue.
The dashboard shows proposal generation-specific metrics for your Celoxis integration — tasks processed, average handling time, success rates, and escalation frequency. You can track how Celoxis-triggered proposal generation workflows perform over time.
Arahi AI connects to Celoxis via one-click OAuth, then runs proposal generation workflows that read and write Celoxis data on a schedule or in response to triggers. You configure the rules once; the agent executes proposal generation across every relevant Celoxis record without developer involvement.
Celoxis 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 Celoxis-adjacent work that genuinely needs human attention.
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