Keep every sent proposal on your review radar
A compact sent-proposal review helps you decide what needs attention without reopening every record.
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
Once a proposal is sent, follow-through can compete with project delivery and daily operations.
- Review sent proposals in one routine
- Reduce repeated manual searches
- Make potential next steps visible in a concise run report
Setup
Build it in a few focused steps.
- 1Connect Agiled and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve sent proposals and summarize items requiring a human next-step decision.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the summary distinguishes useful next steps.
Questions about this workflow
Will the workflow determine whether a client is overdue?
Only if you provide the timing rule and the returned data contains the dates needed to apply it.
Does it automatically follow up?
No. It retrieves sent proposals for review; follow-up actions are not listed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Better proposals. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled 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.