Review New Proposals Alongside Parsed Intake
Spot new proposals that may need a second look while intake details are still easy to find.
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
A proposal can be created before anyone notices that key client context from the original intake needs review.
- Bring proposal review into a recurring routine.
- Surface possible gaps using the intake details provided.
- Send a concise report instead of manually scanning lists.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Better Proposals once in Notis.
- 2Create an automation and ask Notis to review newly created proposals against supplied parsed intake context, reporting possible gaps for a person to check.
- 3Pick a recurring schedule trigger.
- 4Choose where run reports should go.
- 5Test with one real intake and proposal example.
Questions about this workflow
Can Notis match every proposal to its source document automatically?
Only when the provided intake context contains enough information to identify the related proposal. Ask Notis to flag uncertain matches for review.
Does this update the proposal?
No. This workflow retrieves new proposals and reports possible gaps for a person to review.
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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