Review a proposal template against prospect context
Gather the details of a selected template and compare them with relevant information from a prospect's website.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Template Details
Retrieves details about a specific template.
Why this helps
Choosing a proposal starting point takes extra effort when template details and prospect research are in different tools.
- Retrieve details for a chosen template ID.
- Add prospect context from a supplied website.
- Make template selection easier to review before drafting.
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 inspect the supplied prospect website with AgentQL, retrieve details for the template ID in the request, and summarize areas of fit or missing information for human review.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real template ID and prospect website.
Questions about this workflow
Does this create or send a proposal from the template?
No. It retrieves template details and prepares a fit review.
How is the template chosen?
Provide the template ID in the request. The available action retrieves details for a selected template.
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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