Keep proposal volume visible on a schedule
Choose a recurring time for Notis to check the total proposal count and send a short report, so you can see workload volume without remembering to open another dashboard.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal Count
Returns the total number of proposals.
Why this helps
Proposal volume is easy to lose track of when operational checks depend on remembering to run them manually.
- Make proposal volume checks routine.
- Receive a short snapshot in a channel you already use.
- Reduce manual dashboard checks.
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 the proposal count and summarize the result for a quick workload check.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one run and confirm the count report is clear.
Questions about this workflow
Does AimTell need to send data for this scheduled workflow?
No. The workflow uses a Notis schedule trigger and the Better Proposals count action. Connect AimTell as part of the requested app pair, but no AimTell event is assumed.
Does the count explain why volume changed?
No. The action provides the total count. A change explanation requires a baseline or history supplied separately.
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.
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.
AimTell and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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