Prepare a brief for every opened proposal review
See who has opened a proposal and bring useful prospect context to the next decision.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Opened Proposals
Lists proposals opened by their recipients.
Why this helps
Opened proposals can be easy to miss when follow-up depends on remembering to check another app.
- Keeps opened proposals visible on a regular cadence.
- Adds relevant prospect context where research is available.
- Turns status checking into a concise follow-up review.
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 opened proposals and prepare a brief with relevant lead research.
- 4Choose notis_cron and select a recurring schedule.
- 5Choose a report channel and test with one real opened proposal.
Questions about this workflow
Does this send a follow-up to the prospect?
No. It prepares a brief for you to review; the listed action retrieves opened proposals.
Can it identify why a prospect opened a proposal?
Only if the apps return that information. The workflow should not infer unavailable 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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