Review aging opened proposals
Spot opened proposals that need a clear next move before they go cold.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Opened Proposals
Tool to retrieve all opened proposals. use when you need proposals that recipients have opened.
Why this helps
Opened proposals can remain in limbo when nobody owns the next review.
- Reduce stalled opportunities
- Make ownership visible
- Support timely decisions
Setup
Build it in a few focused steps.
- 1Connect 1Password and Better Proposals in Notis once.
- 2Create an automation that reviews opened proposals and uses the stored context to identify aging cases.
- 3Pick a recurring schedule trigger.
- 4Choose where run reports should go.
- 5Test with one real review cycle.
Questions about this workflow
Can it identify aging proposals automatically?
Yes, if the prompt defines the age or inactivity rule and the available proposal data supports it.
What happens to flagged proposals?
They appear in the run report for your 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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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.