Find Proposal Templates for Parsed Client Needs
Turn a client's stated needs into a shorter, more focused template search.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get All Templates
Lists all templates.
Why this helps
Searching templates without the original client requirements nearby makes proposal preparation slower and less consistent.
- Retrieve the available templates when needed.
- Use client requirements to explain likely template fits.
- Keep the final template choice with a person.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Better Proposals once in Notis.
- 2Create an automation and ask Notis to retrieve templates and summarize which appear to fit the parsed client requirements, citing the supplied context.
- 3Pick a webhook trigger for the parsed client request.
- 4Choose where run reports should go.
- 5Test with one real client requirement example.
Questions about this workflow
Will this create a proposal from the template?
No. The action lists templates for selection. This workflow prepares a recommendation for a person to choose from.
What if no template fits?
Ask Notis to say that none appears to fit the supplied requirements and list the missing needs.
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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