Automate Proposal Generation Across Clockify with AI
Purpose-built AI agent for Proposal Generation — connects to Clockify in minutes so your team can stop doing the work by hand.
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 Clockify
Link Clockify to Arahi AI in one click. Your tasks, projects, and documents sync automatically.
Set Up Workspace Automation
Define triggers in Clockify — new tasks, status changes, due dates — and the AI actions that follow.
Work Smarter, Not Harder
Your AI agent keeps Clockify 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 @Clockify for the Northwave deal — pull scope
- Agent11:38 AM
Confirmed sender domain DKIM is healthy.
Frequently asked questions
The Clockify integration automates end-to-end proposal generation — including data capture from Clockify, validation, routing, follow-up actions, and status updates. Every proposal generation step that touches Clockify can be handled by the AI agent.
Manual proposal generation in Clockify requires constant tab-switching, copy-pasting, and follow-up tracking. Arahi AI eliminates this by handling proposal generation tasks in real-time as Clockify events occur — running 24/7 with consistent accuracy and zero fatigue.
Yes. You define exactly which Clockify 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 Clockify.
Yes. The proposal generation agent connected to Clockify simultaneously interacts with 1,500+ other apps — CRMs, databases, email platforms, and more. A single proposal generation workflow can pull data from Clockify, process it, and push results to multiple destinations.
Teams automating proposal generation through Clockify 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 Clockify-powered proposal generation automation delivers.
When the AI hits an edge case during proposal generation processing in Clockify, it escalates to your team with full context — the Clockify record, what was attempted, and why it needs review. Your proposal generation pipeline never stalls or loses data.
The Clockify integration maintains a persistent real-time connection for proposal generation automation with automatic retry logic and continuous monitoring. If Clockify experiences downtime, queued proposal generation tasks process automatically once connectivity resumes.
Yes. You can run proposal generation workflows in test mode using sample Clockify data before activating on live records. This lets you verify every proposal generation rule works correctly with your Clockify setup before processing real data.
Arahi AI connects to Clockify via one-click OAuth, then runs proposal generation workflows that read and write Clockify data on a schedule or in response to triggers. You configure the rules once; the agent executes proposal generation across every relevant Clockify record without developer involvement.
Clockify 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 Clockify-adjacent work that genuinely needs human attention.
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