Keep opened proposals on a regular review rhythm
Use a scheduled check to bring opened proposals back into view for an owner decision.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Opened Proposals
Lists proposals opened by their recipients.
Why this helps
Opened proposals can fall between tasks when there is no routine moment to review them.
- Make opened proposals visible on a chosen cadence.
- Provide a short internal review report.
- Keep follow-up decisions with the proposal owner.
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 opened proposals and summarize returned details for owner review, adding only any supplied document context.
- 4Choose a recurring schedule and a report channel.
- 5Test the first run and verify the report matches returned results.
Questions about this workflow
Will the automation send a follow-up?
No. It retrieves opened proposals and prepares an internal report only.
Can it know when each proposal was opened?
Only if the returned data includes that information; the workflow should not invent unavailable timing 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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