See whether new proposals relate to a client document
Check the new proposals list against a brief or client document as soon as it is processed.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get New Proposals
Lists newly created proposals.
Why this helps
New proposal work is harder to spot when client context sits in a separate document workflow.
- Bring incoming document context into a review of new proposals.
- Surface possible connections quickly.
- Avoid claiming a match when returned details are insufficient.
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 new proposals and compare returned details with the supplied extracted context, reporting likely matches or insufficient evidence.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with a real document and a proposal known to appear in the new proposals list.
Questions about this workflow
Does this send follow-ups?
No. It retrieves new proposals and reports possible relevance; it does not send messages or update statuses.
What if a proposal is not returned?
The report can only assess proposals returned by the action and should not imply that the list is exhaustive beyond the action's response.
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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