Add proposal volume to monthly risk reporting
Give monthly operational reviews a clear view of the proposal workload behind them.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Why this helps
Risk planning is harder when the team cannot see how much proposal activity is in motion.
- Add commercial workload context
- Support better monthly planning
- Keep reporting repeatable
Setup
Build it in a few focused steps.
- 1Connect 21risk and Better Proposals in Notis once.
- 2Create an automation that reviews 21risk activity and retrieves the proposal list for the monthly report.
- 3Choose a recurring Notis cron trigger.
- 4Select the report channel.
- 5Test it with one real monthly report.
Questions about this workflow
Can Notis calculate a total?
Notis can summarize the returned list, while any comparison target must be supplied in the instruction.
Does this change proposal records?
No. It retrieves them for reporting.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Better proposals. A trigger fires from one place; an action lands in another.
21risk 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
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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.
21risk and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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