Review new proposals with prospect research in view
Start the day with newly created proposals and useful lead context together.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get New Proposals
Lists newly created proposals.
Why this helps
New proposals can pile up without a clear view of the prospect research behind them.
- Collects newly created proposals on a recurring schedule.
- Adds relevant prospect research when available.
- Creates a predictable review point for the team.
Setup
Build it in a few focused steps.
- 1Connect AeroLeads and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe it to Notis from any channel.
- 3In one instruction, ask Notis to retrieve new proposals and summarize relevant prospect research where available.
- 4Choose notis_cron and select a recurring schedule.
- 5Choose a report channel and test with one real proposal.
Questions about this workflow
Does AeroLeads provide a scheduled trigger?
No. The schedule is a Notis-native cron trigger; AeroLeads is used for research during the automation.
What if a proposal has no matching research?
Notis can report that no relevant research was found rather than assuming details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Better proposals. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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