Proposal Generation on Autopilot for Clientary Users
Vayan AI automates Proposal Generation across Clientary, cutting repetitive work so your team can focus on higher-value tasks.
Proposal v1 drafted. Cover email queued:
How does Clientary work for proposal generation automation?
Clientary works for proposal generation automation by powering an Vayan AI agent that runs the workflow end-to-end inside your existing tools — no code, no custom build. The agent connects to Clientary 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 Clientary
Authorize Clientary in your Vayan AI dashboard. Projects, clients, and financial data sync instantly.
Define Business Workflows
Set up automation rules for Clientary — project milestones, invoice events, or client status changes trigger AI actions.
Run Your Business on Autopilot
AI handles the operational work inside Clientary while you focus on growth. Track efficiency gains live.
Northwave · Vayan 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 [email protected].
- 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 @Clientary for the Northwave deal — pull scope
- Agent11:38 AM
Confirmed sender domain DKIM is healthy.
Frequently asked questions
All data exchanged between Clientary and Vayan AI during proposal generation processing is encrypted in transit and at rest. We use OAuth tokens for Clientary access, never store raw credentials, and maintain full audit logs of every proposal generation action.
The Clientary integration automates end-to-end proposal generation — including data capture from Clientary, validation, routing, follow-up actions, and status updates. Every proposal generation step that touches Clientary can be handled by the AI agent.
Yes. You can run proposal generation workflows in test mode using sample Clientary data before activating on live records. This lets you verify every proposal generation rule works correctly with your Clientary setup before processing real data.
When the AI hits an edge case during proposal generation processing in Clientary, it escalates to your team with full context — the Clientary record, what was attempted, and why it needs review. Your proposal generation pipeline never stalls or loses data.
Vayan AI connects natively with Clientary to handle the full proposal generation workflow. The AI agent monitors Clientary events, processes proposal generation tasks automatically, and writes results back to Clientary — no copy-pasting or tab-switching required.
The Clientary integration maintains a persistent real-time connection for proposal generation automation with automatic retry logic and continuous monitoring. If Clientary experiences downtime, queued proposal generation tasks process automatically once connectivity resumes.
Most users connect Clientary 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. You define exactly which Clientary 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 Clientary.
Vayan AI connects to Clientary via one-click OAuth, then runs proposal generation workflows that read and write Clientary data on a schedule or in response to triggers. You configure the rules once; the agent executes proposal generation across every relevant Clientary record without developer involvement.
Clientary 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 Clientary-adjacent work that genuinely needs human attention.
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