Keep an eye on proposal volume each week
Use a weekly count to get a quick sense of how much proposal activity sits in your account.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal Count
Tool to retrieve the total count of proposals. use when you need to know how many proposals exist.
Why this helps
A simple volume check can be forgotten when it requires opening a separate app and finding the total.
- See the overall proposal count on a regular schedule.
- Make a quick account volume check easy to resume.
- Avoid manual navigation for a simple total.
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 the total proposal count and report it for your weekly review.
- 4Choose a weekly recurring schedule and select a report destination.
- 5Test with one real example and verify the count appears in the report.
Questions about this workflow
Does the count show how many were created this week?
No. The action retrieves the total count of proposals, not a weekly change.
Can I compare the count with last week?
Only if a prior baseline is supplied or stored elsewhere. The available action returns the current total.
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.