Track Proposal Volume Alongside Parsed Intake
Get a lightweight view of proposal volume with the intake context your team wants to monitor.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal Count
Returns the total number of proposals.
Why this helps
Founders can lose sight of whether incoming parsed work is translating into proposal activity without a concise recurring view.
- Retrieve the current proposal count on a schedule.
- Pair the count with intake context provided by the team.
- Make missing historical comparisons explicit.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Better Proposals once in Notis.
- 2Create an automation and ask Notis to retrieve proposal count and summarize it alongside the intake activity context you provide.
- 3Pick a recurring schedule trigger.
- 4Choose where run reports should go.
- 5Test with the current count and one real intake activity example.
Questions about this workflow
Can it calculate a conversion rate?
Only if you provide a defined intake count and matching time period. The proposal count action alone does not provide an intake baseline.
Does it show a trend?
It can compare with a baseline you provide. Without a historical count, it should report the current count without implying a trend.
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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