Learn from signed proposals and lead research
Keep wins visible and turn completed proposal context into useful notes for future prospecting.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Signed Proposals
Lists proposals that have been signed.
Why this helps
Signed work can disappear into a completed list before anyone captures useful context for future lead work.
- Creates a regular view of signed proposals.
- Summarizes only patterns supported by returned data.
- Keeps completed wins connected to prospect research.
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 review signed proposals and summarize supported patterns with available lead research.
- 4Choose notis_cron and select a recurring schedule.
- 5Choose a report channel and test with one real signed proposal.
Questions about this workflow
Does this calculate a win rate?
Not by itself. A rate requires a suitable count and comparison baseline, which must be provided or available from the returned data.
Does it update proposal records?
No. This workflow retrieves signed proposals and prepares a summary.
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.