Review Template Details for a Parsed Request
Look beyond template names and check the selected template against the needs the client actually shared.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Template Details
Retrieves details about a specific template.
Why this helps
A template can sound right in a list but still miss important requirements found in the client's documents.
- Retrieve metadata for a specific selected template.
- Compare returned details with parsed requirements.
- Call out gaps that need a human decision.
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 selected template details and compare them with parsed client requirements.
- 3Pick a webhook trigger that includes the selected template ID and parsed requirements.
- 4Choose where run reports should go.
- 5Test with one real template and client request.
Questions about this workflow
Where does the template ID come from?
Provide the chosen template ID in the webhook request or prompt context. The action retrieves details for a specific template.
Will it choose or create a template?
No. It reviews details for the selected template and reports fit questions.
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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