Bring client context and brand defaults together
Review what the source document says alongside the account's default proposal settings.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Brand Settings
Retrieves settings for the default brand.
Why this helps
Client details and proposal defaults live in separate places, making pre-draft checks easy to skip.
- Gather document context and default brand configuration in one report.
- Make account defaults visible before drafting.
- Keep extracted client facts distinct from configured brand details.
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 summarize the supplied extracted details alongside the retrieved default brand settings, labeling their sources.
- 4Choose the webhook trigger and a report channel.
- 5Test with one real document and confirm the report preserves that distinction.
Questions about this workflow
Does this apply brand settings to a proposal?
No. It retrieves and reports default brand settings with the supplied document context.
Can it infer missing brand details?
No. It should report what the retrieved settings contain and leave unavailable details marked as unknown.
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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