Review opened proposals at a regular time
Set aside one calm review point to see which proposals recipients have opened and decide what deserves follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Opened Proposals
Tool to retrieve all opened proposals. use when you need proposals that recipients have opened.
Why this helps
Engagement checks often get skipped when there is no predictable time to look for them.
- Make engagement review part of a predictable routine.
- Keep opened proposals visible for follow-up decisions.
- Reduce the need for ad hoc status checks.
Setup
Build it in a few focused steps.
- 1Connect 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 them for your review.
- 4Choose a recurring schedule and select a report channel.
- 5Test with one real example and confirm the report gives useful context.
Questions about this workflow
Does the workflow send follow-up messages?
No. It retrieves opened proposals and reports them so you can decide what to do.
Can I set a weekly review instead?
Yes. Choose a recurring schedule that suits your follow-up routine.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Better proposals. A trigger fires from one place; an action lands in another.
Agent mail triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Document Types
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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New Email Received
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Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Connect any two apps with Notis in the middle.
Agent mail and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Better proposals.