Check proposal drafts against the opportunity context
Share the proposal and the customer requirements you know. Get a review that points out unclear sections and items to confirm.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Chat Completion
Generates an AI response to a chat conversation.
Why this helps
Proposal reviews can miss mismatches when the draft and customer requirements are read separately.
- Review draft content alongside supplied requirements
- Surface unclear or unanswered sections
- Flag factual claims for a human to verify
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and DeepSeek once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask DeepSeek to compare the supplied proposal with customer requirements and flag gaps, unclear wording, and claims to verify.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real proposal draft and its opportunity context.
Questions about this workflow
Can it verify pricing or product claims against our systems?
Only if the supporting source material is included in the request. Verify important claims before sending.
Will it send or edit the proposal?
No. It provides review feedback; your team controls any edits and delivery.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to DeepSeek. A trigger fires from one place; an action lands in another.
Agile CRM triggers
DeepSeek actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Anthropic Message
Generates a response using an Anthropic-compatible message format.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Chat Completion
Generates an AI response to a chat conversation.
Get User Balance
Retrieves your current account balance.
Fetch Webpage
Fetches a known webpage and returns its content as Markdown.
List Models
Lists currently available models and basic details.
Search Web
Searches the web index and returns ranked results.
Connect any two apps with Notis in the middle.
Agile CRM and DeepSeek, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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