Review your sent proposals in one focused snapshot
Keep sent proposals visible with a recurring, easy-to-scan pipeline view.
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
Checking each sent proposal one by one adds friction to an already full workday.
- Review sent proposals in one report.
- Make pipeline check-ins easier to start.
- Use returned proposal details to identify items for review.
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 the pipeline snapshot you want.
- 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 the snapshot calculate conversion rates?
Not by itself. A reliable rate requires a defined period and corresponding sent and outcome counts. Provide that scope or use the report as a status snapshot.
Does this update proposal statuses?
No. It retrieves sent proposals and prepares a report.
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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No card. Works with personal or business Better proposals.