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Notis

Suggest a Document Type for Parsed Files

Turn a parsed file's purpose into a grounded document-type suggestion from the available options.

Trigger

Webhook received

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

Action

Get All Document Types

Why this helps

Choosing the right document type can add a small but distracting decision to proposal preparation.

  • Retrieve available document types for selection.
  • Use the parsed file context to explain a suggestion.
  • Keep ambiguous classification decisions visible for 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 document types and suggest a fit based on the parsed file context.
  • 3Pick a webhook trigger for the parsed file.
  • 4Choose where run reports should go.
  • 5Test with one real file and review the suggested type.

Questions about this workflow

Will this create a document type?

No. It retrieves available types and suggests a fit. A person can decide whether to use one.

What if no type fits?

Ask Notis to report that no option appears suitable rather than inventing a type.

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.

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.

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

When this happens · Trigger

Do this · Action

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