Proposal Generation on Autopilot for Coda Users
Arahi AI automates Proposal Generation across Coda, cutting repetitive work so your team can focus on higher-value tasks.
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 Coda
Link Coda to Arahi AI in one click. Your tasks, projects, and documents sync automatically.
Set Up Workspace Automation
Define triggers in Coda — new tasks, status changes, due dates — and the AI actions that follow.
Work Smarter, Not Harder
Your AI agent keeps Coda 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 @Coda for the Northwave deal — pull scope from
- Agent11:38 AM
Confirmed sender domain DKIM is healthy.
Frequently asked questions
Manual proposal generation in Coda requires constant tab-switching, copy-pasting, and follow-up tracking. Arahi AI eliminates this by handling proposal generation tasks in real-time as Coda events occur — running 24/7 with consistent accuracy and zero fatigue.
Yes. You can run proposal generation workflows in test mode using sample Coda data before activating on live records. This lets you verify every proposal generation rule works correctly with your Coda setup before processing real data.
No coding required. The no-code builder walks you through connecting Coda and configuring proposal generation rules visually. Your team can set up, modify, and manage Coda-based proposal generation workflows without any developer involvement.
Yes. You define exactly which Coda 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 Coda.
Arahi AI connects natively with Coda to handle the full proposal generation workflow. The AI agent monitors Coda events, processes proposal generation tasks automatically, and writes results back to Coda — no copy-pasting or tab-switching required.
Yes. You can create parallel proposal generation workflows that respond to different Coda events or conditions. For example, one proposal generation flow for new Coda records and another for updated ones — each with independent rules and actions.
All data exchanged between Coda and Arahi AI during proposal generation processing is encrypted in transit and at rest. We use OAuth tokens for Coda access, never store raw credentials, and maintain full audit logs of every proposal generation action.
The Coda integration maintains a persistent real-time connection for proposal generation automation with automatic retry logic and continuous monitoring. If Coda experiences downtime, queued proposal generation tasks process automatically once connectivity resumes.
Arahi AI connects to Coda via one-click OAuth, then runs proposal generation workflows that read and write Coda data on a schedule or in response to triggers. You configure the rules once; the agent executes proposal generation across every relevant Coda record without developer involvement.
Coda 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 Coda-adjacent work that genuinely needs human attention.
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