Find proposals that may relate to an incoming client document
Use the client details already extracted to narrow a broad proposal list to likely matches.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get All Proposals
Lists all proposals.
Why this helps
Finding prior proposal context can take time when the incoming document uses a different client reference.
- Reduce manual scanning of proposal lists.
- Surface likely matches with the evidence used.
- Keep ambiguous results labeled for review.
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 proposals and compare their returned details with supplied client context, reporting likely matches and uncertainty.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with a real client document and check the suggested matches.
Questions about this workflow
Can it search every proposal field?
It can compare the returned proposal data with supplied extracted details; fields not returned by the action cannot be checked.
Will it change proposal status?
No. It only retrieves the proposal list for review.
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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