Find the right proposal template faster
Describe the opportunity once and get a practical template shortlist.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get All Templates
Tool to retrieve a paginated list of all templates. use when you need to list available templates for selection.
Why this helps
Choosing among templates adds friction before the real proposal work begins.
- Reduce template browsing
- Use consistent proposal structures
- Start drafting with more confidence
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Better Proposals in Notis.
- 2Create an automation named Template Selection Shortlist.
- 3Tell Notis to list templates and recommend matches for the project brief you provide.
- 4Choose a webhook trigger.
- 5Select where reports go and test with one real brief.
Questions about this workflow
Can it explain each recommendation?
Yes. Ask Notis to include a short reason for every shortlisted template.
Does it edit templates?
No. It helps you select from available templates.
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.
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Get All Document Types
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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.