Proposal Generation on Autopilot for Flexie Users
Arahi AI automates Proposal Generation across Flexie, 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 Your Flexie Account
Authorize Flexie via OAuth in one click. Arahi AI maps your contacts, deals, and custom fields automatically.
Set Up Sales Automation Rules
Define triggers — new lead, deal stage change, stale pipeline — and the AI actions to take in Flexie.
Launch & Track Revenue Impact
Your AI agent starts working inside Flexie. Track leads processed, deals influenced, and time saved 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 @Flexie for the Northwave deal — pull scope fr
- Agent11:38 AM
Confirmed sender domain DKIM is healthy.
Frequently asked questions
Yes. You can run proposal generation workflows in test mode using sample Flexie data before activating on live records. This lets you verify every proposal generation rule works correctly with your Flexie setup before processing real data.
Most users connect Flexie 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. The proposal generation agent connected to Flexie simultaneously interacts with 1,500+ other apps — CRMs, databases, email platforms, and more. A single proposal generation workflow can pull data from Flexie, process it, and push results to multiple destinations.
The dashboard shows proposal generation-specific metrics for your Flexie integration — tasks processed, average handling time, success rates, and escalation frequency. You can track how Flexie-triggered proposal generation workflows perform over time.
Teams automating proposal generation through Flexie 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 Flexie-powered proposal generation automation delivers.
Yes. You can create parallel proposal generation workflows that respond to different Flexie events or conditions. For example, one proposal generation flow for new Flexie records and another for updated ones — each with independent rules and actions.
Manual proposal generation in Flexie requires constant tab-switching, copy-pasting, and follow-up tracking. Arahi AI eliminates this by handling proposal generation tasks in real-time as Flexie events occur — running 24/7 with consistent accuracy and zero fatigue.
Yes. You define exactly which Flexie 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 Flexie.
Arahi AI connects to Flexie via one-click OAuth, then runs proposal generation workflows that read and write Flexie data on a schedule or in response to triggers. You configure the rules once; the agent executes proposal generation across every relevant Flexie record without developer involvement.
Flexie 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 Flexie-adjacent work that genuinely needs human attention.
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