Smarter Market Research for Checkvist Teams
Turn Market Research into a background job. Arahi AI agents use Checkvist to execute on your behalf, 24/7.
Brief drafted — 12 sources cited. Action items pulled:
Meeting notes
- • Lindy launched a $99 starter tier — undercutting our Pro by $50.
- • Relay shipped a Slack-native agent builder; demo gif on landing page.
- • Stack AI raised $25M; expect aggressive ad spend through Q2.
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 Checkvist
Link Checkvist to Arahi AI in one click. Your tasks, projects, and documents sync automatically.
Set Up Workspace Automation
Define triggers in Checkvist — new tasks, status changes, due dates — and the AI actions that follow.
Work Smarter, Not Harder
Your AI agent keeps Checkvist organized while you focus on execution. Track productivity gains on your dashboard.
Lindy launched a $99 starter tier — undercutting our Pro by $50.
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 · Compete tracker 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 Competitor brief · Week of Mar 10.
- Agent2:44 PM
Read the transcript and extracted action items.
- Agent2:30 PM
Triggered by call end event in Granola.
Frequently asked questions
Manual market research in Checkvist requires constant tab-switching, copy-pasting, and follow-up tracking. Arahi AI eliminates this by handling market research tasks in real-time as Checkvist events occur — running 24/7 with consistent accuracy and zero fatigue.
The market research agent scales automatically as your Checkvist activity grows. Whether you process 10 or 10,000 market research tasks per day from Checkvist, the AI handles the volume without slowdowns or additional configuration.
All data exchanged between Checkvist and Arahi AI during market research processing is encrypted in transit and at rest. We use OAuth tokens for Checkvist access, never store raw credentials, and maintain full audit logs of every market research action.
Yes. You can run market research workflows in test mode using sample Checkvist data before activating on live records. This lets you verify every market research rule works correctly with your Checkvist setup before processing real data.
Yes. The market research agent connected to Checkvist simultaneously interacts with 1,500+ other apps — CRMs, databases, email platforms, and more. A single market research workflow can pull data from Checkvist, process it, and push results to multiple destinations.
No coding required. The no-code builder walks you through connecting Checkvist and configuring market research rules visually. Your team can set up, modify, and manage Checkvist-based market research workflows without any developer involvement.
Arahi AI connects natively with Checkvist to handle the full market research workflow. The AI agent monitors Checkvist events, processes market research tasks automatically, and writes results back to Checkvist — no copy-pasting or tab-switching required.
Yes. You define exactly which Checkvist events start market research workflows — new records, status changes, messages, or custom triggers. Each trigger can have conditions so market research actions only fire when your specific criteria are met in Checkvist.
Arahi AI connects to Checkvist via one-click OAuth, then runs market research workflows that read and write Checkvist data on a schedule or in response to triggers. You configure the rules once; the agent executes market research across every relevant Checkvist record without developer involvement.
Checkvist holds the data; AI supplies the judgment and throughput. Together they turn market research from a manual, inconsistent process into one that runs at machine speed with a consistent quality bar — freeing your team to focus on the Checkvist-adjacent work that genuinely needs human attention.
Explore more AI agent solutions
Start automating Market Research for Checkvist
7-day free trial. Works with the tools you already use.