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Notis

Review new proposals in one focused pass

Choose a recurring time for Notis to fetch new proposals and send a concise queue report, so triage does not depend on remembering to check manually.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get New Proposals

Lists newly created proposals.

Why this helps

New proposal records can compete with a founder's other work and stay unseen between manual checks.

  • Gather new proposals into a predictable review moment.
  • Support a focused triage routine.
  • Reduce context switching and manual searches.

Setup

Build it in a few focused steps.

  • 1Connect AimTell and Better Proposals once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis to retrieve new proposals and produce a concise triage digest using only the returned details.
  • 4Pick a recurring schedule trigger and choose where run reports should go.
  • 5Test with one run and confirm the digest is useful for your review.

Questions about this workflow

Can the digest decide which proposals are urgent?

Only if urgency criteria are supplied or present in the returned data. Otherwise, it can organize the available records without inventing priority.

Does AimTell provide the schedule trigger?

No. The trigger is a Notis recurring schedule; AimTell has no trigger events listed here.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link AimTell to Better proposals. A trigger fires from one place; an action lands in another.

AimTell triggers

Better proposals actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Company

Creates a new company.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document Type

Creates a new document type.

ActionInstant

Create Proposal Cover

Creates a proposal cover design.

ActionInstant

Get All Companies

Lists all companies.

ActionInstant

Get All Currencies

Lists all available currencies.

ActionInstant

Get All Document Types

Lists available document types.

ActionInstant

Get All Proposals

Lists all proposals.

ActionInstant

Get All Quotes

Lists all quotes.

ActionInstant

Connect any two apps with Notis in the middle.

AimTell and Better proposals, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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