Review sent proposals in a weekly recap
Start your week with one compact view of proposals you have sent.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Sent Proposals
Tool to retrieve all sent proposals. use after dispatching proposals to clients to list them.
Why this helps
Sent proposals can disappear from view once the initial send is complete, leaving follow-up dependent on memory.
- Create a recurring review point for sent proposals.
- Make it easier to spot proposals that may need your attention.
- Keep the review in a report channel you already use.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals once in the Notis portal.
- 2Create an automation named Weekly sent proposal recap.
- 3In one instruction, ask Notis to fetch sent proposals and summarize the returned results.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example from the sent proposals returned by Better Proposals.
Questions about this workflow
Will this automatically follow up with clients?
No. It reports sent proposals for your review; the available action does not send follow-ups.
Can Notis determine how long a proposal has been waiting?
Only if Better Proposals returns the relevant date information. Any missing history must be supplied separately.
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.
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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.
Ably 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.