Audit a Proposal Against Its Intake Details
Check a specific proposal against the client material that informed it, with unclear details called out.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal
Retrieves the details of a proposal.
Why this helps
A proposal-specific review can take too long when the proposal and source documents must be opened and compared by hand.
- Retrieve complete details for a specified proposal.
- Compare against parsed source material supplied to the workflow.
- Separate possible gaps from confirmed facts.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Better Proposals once in Notis.
- 2Create an automation and ask Notis to retrieve the specified proposal and compare available details with the supplied parsed intake, listing uncertain items for review.
- 3Pick a webhook trigger that includes the proposal ID and source context.
- 4Choose where run reports should go.
- 5Test with one real proposal and its intake details.
Questions about this workflow
Where does the proposal ID come from?
Include it in the webhook request or prompt context. If the ID is missing, the workflow should report that it cannot retrieve the specific proposal.
Will the workflow make edits?
No. The action retrieves proposal details and the workflow prepares a review report.
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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