Get a scheduled review of proposals you have sent
Set a regular checkpoint for sent proposals. Notis retrieves the sent list and can process proposal text or notes you supply with Abstract, so follow-up context is easier to scan.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Sent Proposals
Lists proposals that have been sent.
Why this helps
Sent proposals can disappear into the background when checking their status depends on remembering to open another app.
- Bring sent proposals into a recurring review without opening the app manually.
- Summarize supplied proposal notes into a compact report.
- Keep run reports in the channel you choose.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve sent proposals and summarize their available details, processing any supplied proposal notes with Abstract and calling out information that is missing.
- 4Choose a recurring schedule trigger and where run reports should go.
- 5Test with one real run and confirm the report is useful for your review.
Questions about this workflow
Can this tell whether a recipient opened or signed a proposal?
The sent-proposals action retrieves sent proposals. For opened or signed proposal lists, the available actions are separate, so this workflow should not claim those statuses from the sent list.
Does the automation send follow-up messages?
No. The listed Better Proposals action retrieves sent proposals; it does not send messages or update proposal statuses.
What can Abstract process in this workflow?
It can process proposal text or notes that you supply. The workflow should report when that context is unavailable rather than inventing it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Better proposals. A trigger fires from one place; an action lands in another.
Abstract triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Company
Creates a new company.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Type
Creates a new document type.
Create Proposal Cover
Creates a proposal cover design.
Get All Companies
Lists all companies.
Get All Currencies
Lists all available currencies.
Get All Document Types
Get All Proposals
Lists all proposals.
Get All Quotes
Lists all quotes.
Connect any two apps with Notis in the middle.
Abstract and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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