Turn sent proposals into a clear follow-up queue
See what has gone out and what lead context may help with the next follow-up.
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 can slip through the cracks when the follow-up list lives apart from prospect research.
- Collects sent proposals for a recurring review.
- Adds relevant available prospect research.
- Helps organize follow-up decisions in one brief.
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 sent proposals and prepare a follow-up queue with relevant lead context.
- 4Choose notis_cron and select a recurring schedule.
- 5Choose a report channel and test with one real sent proposal.
Questions about this workflow
Does it send follow-up messages?
No. It creates a review queue for you; it does not send messages.
Can it prioritize by proposal age?
Only if the returned proposal data includes a relevant date and your instruction defines how to prioritize it.
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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No card. Works with personal or business Better proposals.