Keep a monthly snapshot of proposal volume
A small recurring report can make proposal activity easier to keep in view.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal Count
Tool to retrieve the total count of proposals. use when you need to know how many proposals exist.
Why this helps
Without a regular snapshot, it takes extra effort to answer a basic question about proposal volume.
- Get a recurring count of proposals in the account.
- Keep proposal volume visible without manually checking totals.
- Use the report as a starting point for a review of business activity.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals once in the Notis portal.
- 2Create an automation named Monthly proposal volume snapshot.
- 3In one instruction, ask Notis to retrieve the proposal count and report the returned total.
- 4Choose a recurring monthly schedule and select where run reports should go.
- 5Test with one real example using the current proposal count.
Questions about this workflow
Does this show the number of proposals created during that month only?
The action retrieves the total count of proposals. It does not provide a monthly change or historical baseline by itself.
Can I use this to compare months?
Notis can report each returned count, but a baseline or history must be retained or supplied separately for comparisons.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Better proposals. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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