Review sent proposals without another manual search
Gather sent proposal records into one scheduled report for a clear review moment.
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
Sent proposals can fall out of view when follow-up planning depends on remembering to check another tool.
- Makes sent proposal review more predictable.
- Helps prepare a human follow-up decision.
- Avoids promising that the workflow sends messages or updates statuses.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals once in the Notis portal.
- 2Create an automation to retrieve sent proposals and summarize returned details for review.
- 3Choose a recurring schedule as the trigger.
- 4Choose a report destination and test with one real run.
Questions about this workflow
Does the workflow send reminders to clients?
No. It reports sent proposal records; messaging actions are not included in the allowed events.
Can it detect overdue proposals?
Only if the returned records include relevant dates and the workflow has a clear overdue rule to apply.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Better proposals. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Better proposals.