Audit proposal brand settings
Catch brand drift before it reaches another client proposal.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Brand Settings
Tool to retrieve settings for the default brand. use when you need default-brand configuration (colors, tax, name, etc.) before creating or customizing documents.
Why this helps
Brand settings can change quietly and make proposals look inconsistent.
- Catch configuration drift
- Protect brand consistency
- Reduce surprise review fixes
Setup
Build it in a few focused steps.
- 1Connect 1Password and Better Proposals in Notis once.
- 2Create an automation that retrieves brand settings and compares them with the approved reference.
- 3Pick a recurring schedule trigger.
- 4Choose where run reports should go.
- 5Test with one real settings review.
Questions about this workflow
Where should the approved reference live?
Keep the approved brand values in a 1Password item or note that Notis can read.
Does it change brand settings?
No. It reports differences for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to Better proposals. A trigger fires from one place; an action lands in another.
1password 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.
1password 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.