Keep sent proposals in view as client websites change
Schedule a concise review of sent proposals alongside AgentQL research on the client websites you specify.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Sent Proposals
Lists proposals that have been sent.
Why this helps
A proposal can sit unanswered while new information appears on a client's website, leaving you to piece together what changed.
- Review sent proposal records on a predictable schedule.
- Surface website details that may help you decide whether to follow up.
- Keep the review focused on client websites you provide.
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 sent proposals, inspect the client websites you provide with AgentQL, and report relevant changes alongside proposal details.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real client website and review the report.
Questions about this workflow
Can it discover every client's website automatically?
Only use websites that are available in the proposal data or that you provide. If a website is missing, the report should say so.
Does the schedule send follow-ups to clients?
No. It prepares a review report; it does not send messages or change proposal status.
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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No card. Works with personal or business Better proposals.