Prepare a Handoff for Signed Proposals
Give the next person a useful starting point when a proposal is signed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Signed Proposals
Lists proposals that have been signed.
Why this helps
Important client requirements can stay buried in the original intake after a proposal is signed and work moves forward.
- Bring signed proposals into a recurring handoff review.
- Summarize relevant parsed client context in one report.
- Make unresolved details visible to the next owner.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Better Proposals once in Notis.
- 2Create an automation and ask Notis to summarize signed proposals with relevant supplied parsed client context and list unresolved handoff details.
- 3Pick a recurring schedule trigger.
- 4Choose where run reports should go.
- 5Test with one real signed proposal and its intake context.
Questions about this workflow
Does this create tasks or update a proposal?
No. It retrieves signed proposals and prepares a handoff summary in the run report.
What context can it include?
It can use parsed client details provided to the automation. Details not present in the source context should be identified as missing.
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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