Revisit a proposal template with fresh market context
A selected template's details and current competitor themes can help you decide what to revisit before using it again.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Template Details
Retrieves details about a specific template.
Why this helps
Templates can keep circulating long after the market messaging around them has shifted.
- Review template details alongside current market themes
- Identify sections that may merit human attention
- Avoid assuming changes without inspecting the template content
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3Ask Notis to retrieve details for the specified Better Proposals template and summarize them with Adyntel competitor findings, suggesting review questions only.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with a valid template ID and one real competitor analysis.
Questions about this workflow
Does this update the template?
No. It retrieves template details and reports review questions; it does not modify the template.
How does it know which template to review?
Provide the template ID in the automation instruction or request. The listed actions do not search template details by topic.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Better proposals. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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