Report Generation Automation on Celoxis, Powered by AI
Run Report Generation on top of Celoxis with an Arahi AI agent. Faster execution, fewer errors, zero manual busywork.
Weekly scorecard generated. Notion doc + Slack digest sent:
Meeting notes
- • Pipeline: $4.2M (+12% WoW) · Closed-won: $812K vs. $700K target.
- • Top risk: Northwave deal slipping to Q3 ($140K).
- • Bright spot: 6 inbound demos from the LinkedIn launch — 4 ICP fit.
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.
Pipeline: $4.2M (+12% WoW) · Closed-won: $812K vs. $700K target.
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 Notion · Weekly exec scorecard 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 Exec scorecard · Week 11.
- Agent2:44 PM
Read the transcript and extracted action items.
- Agent2:30 PM
Triggered by call end event in Granola.
Frequently asked questions
Yes. You can run report generation workflows in test mode using sample Celoxis data before activating on live records. This lets you verify every report generation rule works correctly with your Celoxis setup before processing real data.
Manual report generation in Celoxis requires constant tab-switching, copy-pasting, and follow-up tracking. Arahi AI eliminates this by handling report generation tasks in real-time as Celoxis events occur — running 24/7 with consistent accuracy and zero fatigue.
All data exchanged between Celoxis and Arahi AI during report 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 report generation action.
The Celoxis integration automates end-to-end report generation — including data capture from Celoxis, validation, routing, follow-up actions, and status updates. Every report generation step that touches Celoxis can be handled by the AI agent.
The agent assembles operational reports, executive dashboards, client deliverables, and the celoxis-specific reports your business runs — pulling data from every connected system and applying your formatting standards consistently.
Yes. The agent highlights trend changes, anomalies, and KPI threshold breaches with plain-language commentary — so celoxis stakeholders read insights, not just charts they have to interpret on their own.
Yes. You can create parallel report generation workflows that respond to different Celoxis events or conditions. For example, one report generation flow for new Celoxis records and another for updated ones — each with independent rules and actions.
Yes. You define exactly which Celoxis events start report generation workflows — new records, status changes, messages, or custom triggers. Each trigger can have conditions so report generation actions only fire when your specific criteria are met in Celoxis.
The report generation agent scales automatically as your Celoxis activity grows. Whether you process 10 or 10,000 report generation tasks per day from Celoxis, the AI handles the volume without slowdowns or additional configuration.
The dashboard shows report generation-specific metrics for your Celoxis integration — tasks processed, average handling time, success rates, and escalation frequency. You can track how Celoxis-triggered report generation workflows perform over time.
Explore more AI agent solutions
Start automating Report Generation for Celoxis
7-day free trial. Works with the tools you already use.