Triage Opened Proposals with Client Context
See which opened proposals need a thoughtful next step, with the original client context close at hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Opened Proposals
Lists proposals opened by their recipients.
Why this helps
Opened proposals can sit without a clear next step when the client conversation and proposal status live in different places.
- Review opened proposals on a regular schedule.
- Use available client context to make follow-up more relevant.
- Keep next steps visible in a report.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Better Proposals once in Notis.
- 2Create an automation and ask Notis to review opened proposals against supplied parsed client context and summarize suggested follow-up decisions.
- 3Pick a recurring schedule trigger.
- 4Choose where run reports should go.
- 5Test with one real opened proposal and its intake context.
Questions about this workflow
Will this send a follow-up to the client?
No. The available action retrieves opened proposals. The workflow prepares a report with suggested next steps for a person.
Can it use details from Airparser?
Yes, when the parsed client context is available to the automation or included in its webhook or prompt context.
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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