Get a daily digest of new proposals
Start the day with a brief list of new proposals, delivered where you already review work.
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 proposal activity can be easy to miss when it is scattered across dashboards and messages.
- Surface newly created proposals on a predictable schedule.
- Reduce repeated manual dashboard checks.
- Review new work in a single report channel.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Better Proposals once in the Notis portal.
- 2Create an automation named Daily new proposal digest.
- 3In one instruction, ask Notis to retrieve new proposals and summarize the available details.
- 4Choose a recurring schedule and the channel for run reports.
- 5Test with one real example and confirm the digest is useful.
Questions about this workflow
Does the action include every proposal detail?
It retrieves the new proposals list. The report can summarize details available in the returned data.
Can I run this from a WhatsApp message instead?
This workflow uses a recurring Notis schedule. A separate workflow can use a webhook trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Better proposals. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Better proposals.