Bring a proposal record and website research into one brief
Provide a proposal ID and client website to gather proposal details and relevant public context in a single report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Proposal
Retrieves the details of a proposal.
Why this helps
Preparing for a client conversation means opening the proposal record and separately searching for current public context.
- Retrieve complete details for a specific proposal ID.
- Include AgentQL observations from a supplied client website.
- Prepare a focused brief for a meeting or follow-up decision.
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 the proposal identified in the request, inspect the supplied client website with AgentQL, and summarize proposal details alongside relevant public context.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real proposal ID and website.
Questions about this workflow
What information does the request need?
Provide a proposal ID and the client website to inspect. The report should identify any missing input.
Will it update the proposal?
No. The selected action retrieves proposal details for the brief.
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
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