Scan your proposal portfolio from one scheduled report
A regular snapshot of the proposals list can help you orient before the day fills up with client and document work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Proposals
Lists all proposals.
Why this helps
Checking every proposal individually takes time and makes it harder to see the overall shape of active work.
- Review the proposals list on a schedule you choose.
- Get a short summary based on returned proposal data.
- Use the report to decide what deserves a deeper look.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Better Proposals once in the Notis portal.
- 2Create an automation and describe the portfolio snapshot you want.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Run the workflow once and review the proposals information returned.
- 5Adjust the summary instruction to match your review priorities.
Questions about this workflow
Can the snapshot compare proposal counts over time?
The selected action returns a proposals list. A historical baseline is not provided by that action, so supply or store the baseline separately if you need a comparison.
Can it update proposal records based on the review?
No. This workflow retrieves and summarizes the list; it does not update proposal records.
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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