Check Merge Tags Against Parsed Intake Details
See whether the client information you have appears to cover the merge tags your proposal process relies on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Merge Tags
Lists available custom merge tags.
Why this helps
A proposal can require details that were never captured in the intake, creating avoidable delays late in preparation.
- Retrieve custom merge tags for an informed readiness check.
- Compare required data points with supplied parsed intake.
- Make missing details visible before proposal work continues.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Better Proposals once in Notis.
- 2Create an automation and ask Notis to retrieve available merge tags and compare them with the supplied parsed client details, listing missing or uncertain values.
- 3Pick a recurring schedule trigger for a regular readiness review.
- 4Choose where run reports should go.
- 5Test with one real template's merge tags and a parsed intake.
Questions about this workflow
Does this fill the merge tags?
No. It retrieves the available custom merge tags and identifies which parsed details appear present or missing.
Can it check every template's tags?
The action lists available merge tags with pagination. The workflow can only assess the tags returned and the intake context provided.
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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