The first-draft proposal in your voice, not a template you'll spend 90 minutes editing.
ChatGPT pulls scope from the deal record, applies your pricing rules, attaches the right SOC 2 + MSA versions, and produces a draft your AE can send after a 5-minute review.
Proposal v1 drafted. Cover email queued:
How does OpenAI (ChatGPT) work for proposal generation automation?
OpenAI (ChatGPT) works for proposal generation automation by powering an Arahi AI agent that runs the workflow end-to-end inside your existing tools — no code, no custom build. The agent connects to OpenAI (ChatGPT) alongside the other apps your team already uses, watches for the triggers that matter for proposal generation, and takes the next step on its own while keeping a complete audit trail for review. Generate polished proposals in minutes using AI-powered templates and client data. Teams typically see days → Same-day from brief to client-ready draft once the agent is in production. You stay in control: every action is logged, confidence thresholds are configurable, and anything ambiguous is queued for a human instead of being silently auto-completed.
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 OpenAI (ChatGPT)
Authorize OpenAI (ChatGPT) in your Arahi AI dashboard. The secure connection takes less than 60 seconds.
Configure Your AI Agent
Set up triggers, actions, and conditions specific to how your team uses OpenAI (ChatGPT).
Deploy & Monitor Results
Your AI agent goes live immediately. Track tasks automated, time saved, and accuracy metrics in real-time.
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 @ChatGPT for the Northwave deal — pull scope f
- Agent11:38 AM
Confirmed sender domain DKIM is healthy.
Frequently asked questions
It reads the call transcripts, email threads, and CRM custom fields for the deal. Anything ambiguous gets surfaced as a question for the AE before drafting.
Whatever you encode — tiered seats, volume discounts, multi-year discounts, custom add-ons. The agent applies the rules and shows the math; the AE can override with one comment.
DocuSign, PandaDoc, HelloSign, and direct PDF generation. The proposal lives wherever your team already signs.
Yes. The agent picks the template based on deal characteristics (segment, region, product mix). Each template has its own pricing rules and required attachments.
From "good call, send the proposal" to draft-ready: 90 seconds. From draft-ready to AE-sent: 5–10 minutes of review.
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