Review proposal volume with lead activity in view
See how much proposal work is in the pipeline alongside your lead research activity.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal Count
Returns the total number of proposals.
Why this helps
Proposal workload and prospect research are often reviewed separately, hiding how much follow-through is building up.
- Retrieves the total proposal count on a schedule.
- Combines it with relevant lead activity when that information is available.
- Creates a simple workload snapshot for 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 the proposal count and summarize it with supplied or available lead activity context.
- 4Choose notis_cron and select a recurring schedule.
- 5Choose a report channel and test with one real review.
Questions about this workflow
Does the proposal count show changes over time?
A single count is a snapshot. A trend requires prior counts or a baseline to be supplied or retained.
Does AeroLeads provide an activity trigger?
No. This workflow uses a Notis schedule and any research context supplied or available during the run.
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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