Find the right proposal template from a parsed document
Turn an incoming brief into a focused shortlist of proposal templates to review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get All Templates
Lists all templates.
Why this helps
Choosing a starting template takes extra searching when the client's needs are already buried in a document.
- Shorten the search for a relevant template.
- Keep the extracted client needs alongside template options.
- Leave template selection for a person to confirm.
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 parsed document with available templates and report the best fits with reasons.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one real client brief and review the shortlist.
Questions about this workflow
Does this create or send a proposal?
No. It retrieves available templates and reports likely matches for you to review.
What starts the automation?
An HTTP request to its Notis webhook, carrying the Affinda extraction or relevant document details.
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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