Review a proposal against its source document
Put proposal details and extracted source facts side by side for a careful check.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Proposal
Retrieves the details of a proposal.
Why this helps
Checking a draft against its source document means repeatedly switching between the file and proposal.
- Focus review on details that differ or are absent.
- Keep source facts visible beside proposal information.
- Make uncertainty explicit when the supplied extraction is incomplete.
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 supplied proposal ID and compare its available details with the incoming extraction, reporting discrepancies for review.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real source document and a proposal ID you can verify.
Questions about this workflow
Does it know which proposal belongs to a document?
Only if the webhook request supplies the relevant proposal ID or enough context for a reliable identification. Otherwise, it should ask for the ID in the report.
Does it update the proposal?
No. It retrieves proposal details and reports comparison findings for human 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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