Check Sent Proposals Against Source Details
Catch a possible mismatch between a sent proposal and the client material that informed it.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Sent Proposals
Lists proposals that have been sent.
Why this helps
Once a proposal has been sent, source details can be overlooked unless someone deliberately compares them.
- Add a source-context check to the sent-proposal routine.
- Highlight possible omissions while preserving human review.
- Reduce manual searches across documents and proposal records.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Better Proposals once in Notis.
- 2Create an automation and ask Notis to review sent proposals against supplied parsed source details and report possible omissions without changing records.
- 3Pick a recurring schedule trigger.
- 4Choose where run reports should go.
- 5Test with one real sent proposal and its source details.
Questions about this workflow
Will it change a sent proposal?
No. This workflow retrieves sent proposals and reports possible issues for a person to assess.
How does it identify source details?
The automation needs source context that is available in its prompt or provided with the trigger request. It should flag unclear matches.
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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