Proposal Generation Automation on Pipefy, Powered by AI
Run Proposal Generation on top of Pipefy with an Arahi AI agent. Faster execution, fewer errors, zero manual busywork.
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 Pipefy
Link Pipefy to Arahi AI in one click. Your tasks, projects, and documents sync automatically.
Set Up Workspace Automation
Define triggers in Pipefy — new tasks, status changes, due dates — and the AI actions that follow.
Work Smarter, Not Harder
Your AI agent keeps Pipefy 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 @Pipefy for the Northwave deal — pull scope fr
- Agent11:38 AM
Confirmed sender domain DKIM is healthy.
Frequently asked questions
All data exchanged between Pipefy and Arahi AI during proposal generation processing is encrypted in transit and at rest. We use OAuth tokens for Pipefy access, never store raw credentials, and maintain full audit logs of every proposal generation action.
The proposal generation agent scales automatically as your Pipefy activity grows. Whether you process 10 or 10,000 proposal generation tasks per day from Pipefy, the AI handles the volume without slowdowns or additional configuration.
Yes. You can create parallel proposal generation workflows that respond to different Pipefy events or conditions. For example, one proposal generation flow for new Pipefy records and another for updated ones — each with independent rules and actions.
When the AI hits an edge case during proposal generation processing in Pipefy, it escalates to your team with full context — the Pipefy record, what was attempted, and why it needs review. Your proposal generation pipeline never stalls or loses data.
Arahi AI connects natively with Pipefy to handle the full proposal generation workflow. The AI agent monitors Pipefy events, processes proposal generation tasks automatically, and writes results back to Pipefy — no copy-pasting or tab-switching required.
No coding required. The no-code builder walks you through connecting Pipefy and configuring proposal generation rules visually. Your team can set up, modify, and manage Pipefy-based proposal generation workflows without any developer involvement.
The Pipefy integration maintains a persistent real-time connection for proposal generation automation with automatic retry logic and continuous monitoring. If Pipefy experiences downtime, queued proposal generation tasks process automatically once connectivity resumes.
Yes. You define exactly which Pipefy 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 Pipefy.
Arahi AI connects to Pipefy via one-click OAuth, then runs proposal generation workflows that read and write Pipefy data on a schedule or in response to triggers. You configure the rules once; the agent executes proposal generation across every relevant Pipefy record without developer involvement.
Pipefy 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 Pipefy-adjacent work that genuinely needs human attention.
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