Carry campaign learnings into sent proposal follow-up
Prepare for client follow-up with a clear summary of sent proposals and the campaign themes that may inform your conversation.
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 and campaign learnings are often reviewed separately, leaving useful context out of follow-up preparation.
- Prepare follow-up context from sent proposal records
- Bring campaign themes into client conversation prep
- Avoid repeating research for each proposal review
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 summarize sent Better Proposals alongside supplied or retrieved Adyntel campaign insights for follow-up preparation, without sending messages.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real campaign insight set and sent proposal results.
Questions about this workflow
Will this send a follow-up to a client?
No. It prepares a report for you. The listed Better Proposals actions do not send follow-up messages.
Can it tell which campaign influenced a proposal?
Only if that attribution is present in the supplied or returned information. Otherwise, it should present themes without claiming influence.
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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No card. Works with personal or business Better proposals.