Review sent proposals alongside a new client brief
Keep the sent proposal list and newly extracted client needs in one review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Sent Proposals
Lists proposals that have been sent.
Why this helps
A new brief may overlap with work already sent, but the earlier context can be hard to find quickly.
- Surface possible overlaps with sent proposals.
- Give proposal owners a short list to check.
- Avoid treating a text similarity as a confirmed client match.
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 sent proposals and compare their returned details with the supplied brief, noting possible overlaps and uncertainty.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with a real brief and a sent proposal you expect may be related.
Questions about this workflow
Does this retrieve client responses?
No. It retrieves sent proposals and compares returned details with the supplied document context.
Will it resend or edit a proposal?
No. It produces a review report only.
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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