Arahi AI

Integration

AI Agents for Workboard

Arahi AI connects directly to Workboard to automate your most time-consuming workflows. From lead qualification to customer support, our AI agents work inside Workboard to handle repetitive tasks, sync data in real-time, and keep your team focused on high-value work — all without writing a single line of code.

How Workboard Works with Arahi AI

1

Connect Workboard

Authorize Workboard in one click using our secure OAuth integration. Your data stays encrypted and access can be revoked anytime.

2

Choose Your AI Agent

Select from 30+ pre-built AI agents — or customize one for your exact workflow. Each agent is designed to work natively with Workboard.

3

Automate & Monitor

Your AI agent starts working immediately. Track tasks completed, time saved, and ROI through a real-time analytics dashboard.

Top Use Cases for Workboard + AI

Lead Qualification

Automatically score and qualify leads that come through Workboard, routing hot prospects to sales instantly.

Email Outreach

Send personalized email sequences triggered by Workboard events — new contacts, deal stage changes, and more.

Customer Onboarding

Guide new customers through setup with automated workflows that pull data from Workboard and send timely nudges.

Data Entry

Eliminate manual data entry by letting AI extract, validate, and sync information between Workboard and your other tools.

Chat Support

Provide instant answers to common questions using AI that pulls context directly from Workboard records.

Industries Using Workboard + AI

Healthcare

HIPAA-compliant automation for patient scheduling, intake forms, and clinical communications.

Real Estate

Automate lead follow-up, showing coordination, and transaction management for brokerages.

Ecommerce

Streamline order management, cart recovery, and customer support for online stores.

Finance

Compliant automation for transaction monitoring, reporting, and client communication.

Legal

Accelerate document review, client intake, and deadline tracking for law firms.

Saas

Drive trial conversions, reduce churn, and automate customer success workflows.

Insurance

Speed up claims processing, policy management, and quote generation.

Education

Automate enrollment, student communication, and compliance reporting.

Manufacturing

Connect supply chain data, automate quality tracking, and streamline vendor communication.

Logistics

Optimize dispatch, route planning, and real-time shipment tracking.

Frequently Asked Questions

How do I connect Workboard to Arahi AI?

Click "Add Integration" in your Arahi AI dashboard, select Workboard, and authorize access via OAuth. The connection takes less than 60 seconds and no coding is required.

Is my Workboard data secure with Arahi AI?

Yes. Arahi AI is SOC 2 compliant. All Workboard data is encrypted in transit and at rest, access is role-based, and you can revoke the connection at any time.

What tasks can I automate with Workboard and Arahi AI?

You can automate 30+ tasks including lead qualification, email outreach, data entry, customer onboarding, ticket routing, report generation, and more — all triggered by Workboard events.

Will the AI agent work in real-time with Workboard?

Yes. Arahi AI syncs with Workboard in real-time using webhooks and APIs, so your automations trigger instantly when data changes.

Can I customize the AI agent for my specific Workboard workflow?

Absolutely. You can configure triggers, conditions, and actions to match your exact workflow. Our no-code builder makes it easy to tailor every step.