Start with your new proposal brief
Know what entered the pipeline since your last review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get New Proposals
Tool to retrieve all new proposals. use after validating credentials when you need only newly created proposals.
Why this helps
New proposals can arrive without a clear owner or follow-up plan.
- Catch new work before it goes cold
- Assign clear follow-up priorities
- Open your day with less context switching
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Better Proposals in Notis.
- 2Create an automation named Daily New Proposals Brief.
- 3Tell Notis to fetch new proposals and summarize client, value, and suggested next step.
- 4Pick a recurring cron schedule.
- 5Choose a report channel and test with one real example.
Questions about this workflow
What does the brief include?
It can include proposal names, clients, values, dates, and priorities available in the returned data.
Can I change the schedule later?
Yes. Edit the automation schedule in Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Better proposals. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Create Proposal Cover
Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Connect any two apps with Notis in the middle.
0CodeKit and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Better proposals.