Make stale proposal follow-ups easier to start
Get a grounded draft ready for proposals that may need a nudge.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Email
Why this helps
Proposals that need a follow-up are easy to overlook, and composing a message can become another delay.
- Surfaces proposals that may need attention
- Creates unsent drafts for review
- Uses available context without inventing proposal status
Setup
Build it in a few focused steps.
- 1Connect Agiled and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Ask Notis to review Agiled proposals on a schedule and create Close email drafts for follow-up only when proposal age and lead context are available; do not send them.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real proposal and review the draft and its context.
Questions about this workflow
How does Notis know a proposal is stale?
The instruction must define the age threshold, and Agiled must provide the relevant proposal date. Notis should report when that information is unavailable.
Are these messages sent?
No. This workflow asks Close to create draft email activities for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Close. A trigger fires from one place; an action lands in another.
Agiled triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a record of an inbound or outbound call.
Create Email
Create Lead
Creates a new lead in the sales pipeline.
Create Task
Creates a task to track a to-do item.
Delete Call
Deletes a call record; this action cannot be undone.
Get Notes
Retrieves recorded notes.
Get Contact
Retrieves a contact by ID.
Connect any two apps with Notis in the middle.
Agiled and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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