Review signed proposals with source context each week
Keep signed proposal review on the calendar and bring in extracted facts when available.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Signed Proposals
Lists proposals that have been signed.
Why this helps
Post-signature checks are easy to defer when they depend on finding source documents and proposal records separately.
- Create a recurring review point for signed proposals.
- Use only source context supplied to the run.
- Make potential discrepancies visible for human verification.
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 signed proposals and prepare a review report, comparing only any supplied Affinda context with returned details.
- 4Choose a recurring schedule and where run reports should go.
- 5Test the run with a known signed proposal and inspect the report.
Questions about this workflow
Does this certify that a signed proposal is correct?
No. It helps review returned details and source context; it does not certify correctness or legal validity.
Can it fetch Affinda documents on its own?
No. Affinda has no listed trigger here, so document context must be supplied to the run.
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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