Batch proposal follow-up drafts once a week
Give proposal follow-ups one predictable review point and keep every email unsent until you approve it.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Email
Why this helps
Tracking which proposals need a nudge across document and CRM tools creates extra checking and missed follow-ups.
- Gather proposal follow-ups into a regular review
- Prepare drafts with proposal context beside each lead
- Keep email sending under human control
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe the weekly proposal review.
- 3Tell Notis where it can read proposal and response status, and to create an unsent Close email activity only for proposals needing follow-up.
- 4Pick a weekly recurring schedule.
- 5Choose where run reports go, then test with one real proposal that needs a reply.
Questions about this workflow
What information is needed to decide whether a proposal needs follow-up?
Notis needs accessible proposal and response status, plus enough information to identify the related Close lead. Specify the follow-up rule in the instruction.
Will the weekly check send emails?
It should create draft activities only. Explicitly request draft mode and review the test result before enabling the recurring schedule.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Close. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a record of an inbound or outbound call.
Create Email
Create Lead
Creates a new lead in the sales pipeline.
Create Task
Creates a task to track a to-do item.
Delete Call
Deletes a call record; this action cannot be undone.
Get Notes
Retrieves recorded notes.
Get Contact
Retrieves a contact by ID.
Connect any two apps with Notis in the middle.
ActiveMerge and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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