Check Brand Settings Before Proposal Preparation
Keep proposal preparation aligned with the current brand defaults from the start.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Brand Settings
Retrieves settings for the default brand.
Why this helps
Brand, tax, or business details can be missed when proposal preparation starts from an incoming document.
- Retrieve default brand settings when a new intake arrives.
- Bring relevant configuration details into the preparation process.
- Flag missing or unclear requirements for human review.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Better Proposals once in Notis.
- 2Create an automation and ask Notis to retrieve default brand settings and summarize details relevant to the parsed client request.
- 3Pick a webhook trigger for the new preparation request.
- 4Choose where run reports should go.
- 5Test with one real client intake.
Questions about this workflow
Does this update brand settings?
No. It retrieves the default brand configuration and reports relevant details.
Can it decide tax treatment?
It can surface the settings returned and parsed context, but a person should confirm any tax or compliance decision.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Better proposals. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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