Run a brand preflight for a researched prospect
Bring brand defaults into proposal prep while the prospect brief is at hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Brand Settings
Retrieves settings for the default brand.
Why this helps
Proposal work can lose time when brand defaults need to be looked up separately from prospect research.
- Retrieves the default brand settings for review.
- Keeps prospect context beside proposal defaults.
- Helps identify relevant settings to confirm before drafting.
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 brand settings and summarize relevant defaults beside the supplied prospect brief.
- 4Choose notis_webhook and send the brief through an HTTP request.
- 5Choose a report channel and test with one real prospect.
Questions about this workflow
Does this change brand settings?
No. It retrieves the default brand configuration for review.
Will it determine pricing or tax treatment?
It can report returned settings, but decisions about pricing or tax must be grounded in the user's instructions and applicable information.
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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