Triage new proposals with client website context
Bring new proposal records and relevant client website research into one scheduled review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get New Proposals
Lists newly created proposals.
Why this helps
New proposals can arrive while you are focused elsewhere, and finding the right client context adds another manual step.
- Review newly created proposal records together.
- Add supplied website context to help prioritize attention.
- Spot missing client information for manual review.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve new proposals, research any client websites you provide with AgentQL, and summarize proposal details, relevant context, and missing information.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real website and review the triage report.
Questions about this workflow
Can the workflow decide which proposal is most important?
It can summarize available details and apply prioritization guidance you provide. Any missing criteria or data should be identified in the report.
Does it create or edit proposals?
No. The selected action retrieves new proposals for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Better proposals. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Better proposals.