AI Agent for Proposal Generation — Built for Todoist
Automate Proposal Generation for teams using Todoist. Arahi AI agents handle the workflow end-to-end — no code, set up in minutes.
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 Todoist
Link Todoist to Arahi AI in one click. Your tasks, projects, and documents sync automatically.
Set Up Workspace Automation
Define triggers in Todoist — new tasks, status changes, due dates — and the AI actions that follow.
Work Smarter, Not Harder
Your AI agent keeps Todoist 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 @Todoist for the Northwave deal — pull scope f
- Agent11:38 AM
Confirmed sender domain DKIM is healthy.
Frequently asked questions
Yes. You define exactly which Todoist 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 Todoist.
The dashboard shows proposal generation-specific metrics for your Todoist integration — tasks processed, average handling time, success rates, and escalation frequency. You can track how Todoist-triggered proposal generation workflows perform over time.
The Todoist integration automates end-to-end proposal generation — including data capture from Todoist, validation, routing, follow-up actions, and status updates. Every proposal generation step that touches Todoist can be handled by the AI agent.
Yes. The proposal generation agent connected to Todoist simultaneously interacts with 1,500+ other apps — CRMs, databases, email platforms, and more. A single proposal generation workflow can pull data from Todoist, process it, and push results to multiple destinations.
Teams automating proposal generation through Todoist 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 Todoist-powered proposal generation automation delivers.
Yes. You can create parallel proposal generation workflows that respond to different Todoist events or conditions. For example, one proposal generation flow for new Todoist records and another for updated ones — each with independent rules and actions.
No coding required. The no-code builder walks you through connecting Todoist and configuring proposal generation rules visually. Your team can set up, modify, and manage Todoist-based proposal generation workflows without any developer involvement.
Yes. You can run proposal generation workflows in test mode using sample Todoist data before activating on live records. This lets you verify every proposal generation rule works correctly with your Todoist setup before processing real data.
Arahi AI connects to Todoist via one-click OAuth, then runs proposal generation workflows that read and write Todoist data on a schedule or in response to triggers. You configure the rules once; the agent executes proposal generation across every relevant Todoist record without developer involvement.
Todoist 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 Todoist-adjacent work that genuinely needs human attention.
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