Keep proposal brand settings easy to review
A recurring settings check gives you a simple moment to review the brand information available to proposal workflows.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Brand Settings
Retrieves settings for the default brand.
Why this helps
Brand configuration can be forgotten until a proposal looks wrong, leading to last-minute document corrections.
- Bring default brand settings into a recurring review.
- Summarize returned configuration in a quick report.
- Make it easier to notice settings that may need a human check.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Better Proposals once in the Notis portal.
- 2Create an automation and describe which returned brand settings to review.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Test the workflow against the current default brand settings.
- 5Review the report and add any brand standards Notis should compare against.
Questions about this workflow
Will this change brand settings?
No. The selected action retrieves the default brand settings for review.
Can it identify whether settings match our brand guide?
Notis can compare returned values with criteria you provide. Include the relevant brand standards in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Better proposals. A trigger fires from one place; an action lands in another.
ActiveMerge 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
Lists available document types.
Get All Proposals
Lists all proposals.
Get All Quotes
Lists all quotes.
Connect any two apps with Notis in the middle.
ActiveMerge and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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