Run Proposal Generation on Clearbit — AI Agent
Already on Clearbit? Add an Arahi AI agent for Proposal Generation and save hours every week without writing code.
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 Clearbit
Link Clearbit to Arahi AI and your data pipelines start syncing within seconds.
Define Data Workflows
Choose which Clearbit datasets, reports, or dashboards trigger AI actions — and configure transforms and delivery rules.
Automate Insights Delivery
AI processes your Clearbit data on schedule, surfaces anomalies, and distributes reports to stakeholders automatically.
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 @Clearbit for the Northwave deal — pull scope
- Agent11:38 AM
Confirmed sender domain DKIM is healthy.
Frequently asked questions
Most users connect Clearbit and launch their first proposal generation automation within 10 minutes. The guided wizard handles OAuth authorization, and you configure proposal generation-specific rules through a visual no-code builder.
Yes. You define exactly which Clearbit 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 Clearbit.
Yes. The proposal generation agent connected to Clearbit simultaneously interacts with 1,500+ other apps — CRMs, databases, email platforms, and more. A single proposal generation workflow can pull data from Clearbit, process it, and push results to multiple destinations.
Yes. You can run proposal generation workflows in test mode using sample Clearbit data before activating on live records. This lets you verify every proposal generation rule works correctly with your Clearbit setup before processing real data.
No coding required. The no-code builder walks you through connecting Clearbit and configuring proposal generation rules visually. Your team can set up, modify, and manage Clearbit-based proposal generation workflows without any developer involvement.
The dashboard shows proposal generation-specific metrics for your Clearbit integration — tasks processed, average handling time, success rates, and escalation frequency. You can track how Clearbit-triggered proposal generation workflows perform over time.
Teams automating proposal generation through Clearbit 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 Clearbit-powered proposal generation automation delivers.
Arahi AI connects natively with Clearbit to handle the full proposal generation workflow. The AI agent monitors Clearbit events, processes proposal generation tasks automatically, and writes results back to Clearbit — no copy-pasting or tab-switching required.
Arahi AI connects to Clearbit via one-click OAuth, then runs proposal generation workflows that read and write Clearbit data on a schedule or in response to triggers. You configure the rules once; the agent executes proposal generation across every relevant Clearbit record without developer involvement.
Clearbit 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 Clearbit-adjacent work that genuinely needs human attention.
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