Start with a short daily new proposal review
Get a scheduled view of new proposals with relevant Affinda context included when provided.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get New Proposals
Lists newly created proposals.
Why this helps
A busy founder can lose track of new proposal work between document processing and follow-up.
- Create a predictable review point for new proposals.
- Summarize items returned by the new proposals action.
- Keep document context optional and clearly sourced.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve new proposals and prepare a concise review digest, using only any supplied Affinda context.
- 4Choose a recurring schedule and where run reports should go.
- 5Test one run and confirm the digest reports only returned proposal details.
Questions about this workflow
Does the schedule send client follow-ups?
No. It creates an internal run report for review and does not contact clients.
Does it automatically receive new Affinda documents?
No. This cron workflow uses only context provided to its run; it does not invent an Affinda trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Better proposals. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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