Check a selected template against the client's brief
Understand what a chosen template contains before drafting around the client's needs.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Template Details
Retrieves details about a specific template.
Why this helps
A template name alone may not reveal whether its details fit the scope described in a client's document.
- Give the owner more than a template name to review.
- Connect extracted needs to returned template details.
- Show the limits when a template ID is missing or details are unavailable.
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 the supplied template ID and compare returned details with the extracted brief, listing fit questions and unknowns.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with a real brief and a template ID you can inspect.
Questions about this workflow
Does this select a template automatically?
No. It reviews a supplied template ID and reports observations for a person to decide.
What if no template ID is supplied?
The workflow should say it needs a selected template ID because this action retrieves details for a specific template.
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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