Review proposal defaults from your inbox
When an email signals a proposal opportunity, bring your Better Proposals brand defaults into view before you start drafting.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Brand Settings
Tool to retrieve settings for the default brand. use when you need default-brand configuration (colors, tax, name, etc.) before creating or customizing documents.
Why this helps
Proposal work often begins in an inbox, then stalls while you switch apps to check brand details and document defaults.
- Keep proposal preparation connected to incoming client requests.
- Review the default brand settings before deciding how to proceed.
- Reduce context switching between email and proposal setup.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve Better Proposals brand settings when a new email arrives, so you can review them before drafting.
- 4Choose the New Email Received trigger, then select where run reports should go.
- 5Test with one real email and confirm the settings are useful.
Questions about this workflow
Does this automation create a proposal?
No. It retrieves the default brand settings for review. The listed actions do not create a proposal.
Can Notis tell whether an email is about a proposal?
The trigger fires for each new email. You can describe the messages you care about in the instruction, but the available trigger does not provide a built-in filter.
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
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
New Email Received
Trigger for new emails in an AgentMail inbox
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Create Proposal Cover
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.