See which proposal details are ready to use
Know which client details appear in the source document and which still need a human check.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Merge Tags
Lists available custom merge tags.
Why this helps
Proposal drafts stall when it's unclear which client details have been gathered and which are still missing.
- Turn extracted details into a practical drafting checklist.
- Spot missing information before starting a proposal.
- Avoid assuming a merge tag is populated just because it exists.
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 compare the incoming extracted details with available merge tags and list apparent matches and missing values.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real document and check the results against its contents.
Questions about this workflow
Does this fill merge tags in a proposal?
No. It lists available tags and compares them with the supplied extraction; it does not create or edit proposals.
Can it tell whether a tag is populated in an existing proposal?
The listed action returns custom merge tags, not proposal-specific populated values. The report should treat this as a readiness checklist, not confirmation of proposal contents.
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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