Make your default proposal settings easier to find
Get a concise reference to the brand configuration available in Better Proposals.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Brand Settings
Retrieves settings for the default brand.
Why this helps
Looking up brand defaults interrupts proposal work and can slow down decisions.
- Review available default brand settings in one place.
- Reduce repeated configuration lookups.
- Keep the returned details easy to scan.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Better Proposals once in the Notis portal.
- 2Create an automation and describe which available brand settings to summarize.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real example and review the result.
Questions about this workflow
Does this change brand settings?
No. It retrieves default brand settings for reference.
Can it include settings that are not returned by Better Proposals?
No. The report is limited to details returned by the action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Better proposals. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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