See proposal volume when new document work arrives
Add a current proposal count to the client context already extracted by Affinda.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Proposal Count
Returns the total number of proposals.
Why this helps
New client work arrives without an easy view of the proposal workload around it.
- Put a count of proposals beside incoming client context.
- Reduce the need to open another view for a quick volume check.
- Keep the snapshot clear about what the count does and does not say.
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 the proposal count and include it with a short summary of the supplied document context.
- 4Choose the webhook trigger and a report channel.
- 5Test with a real document and confirm the count is clearly labeled.
Questions about this workflow
Does the count show workload or capacity?
No. It is a total proposal count, not a measure of effort, status distribution, or team capacity.
Will this identify related proposals?
No. This workflow adds count context only; use a proposal-list review when matching is needed.
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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