Keep document type options aligned with content needs
Review the document type catalog alongside the content workflows your team maintains, and surface gaps for a person to assess.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Document Types
Why this helps
Teams may choose from document types without a clear view of how the options fit current content workflows.
- Make available document types easier to review against current needs.
- Surface potential gaps without assuming a type exists.
- Provide a repeatable snapshot for workflow planning.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to retrieve document types and summarize their relevance to the Agility workflow requirements you specify.
- 4Choose the recurring schedule trigger and where run reports should go.
- 5Test with one real workflow requirement and review the catalog summary.
Questions about this workflow
Does this create a document type if one is missing?
No. It retrieves the list. Creating a type is a separate action and would require the desired name and confirmation that it does not already exist.
Can it know all current workflow requirements?
Only provide the relevant requirements in the instruction or CMS context you identify.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Better proposals. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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