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Give every pending proposal a place in the queue

Collect proposals that may need attention in one reviewable follow-up list.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Append Values to Spreadsheet

Tool to append values to a spreadsheet. use when you need to add new data to the end of an existing table in a google sheet.

Why this helps

When pending proposals are scattered across records, it is harder to remember which client needs a follow-up.

  • Bring available follow-up candidates into one queue.
  • Make regular follow-up review simpler.
  • Keep follow-up decisions visible in a familiar spreadsheet.

Setup

Build it in a few focused steps.

  • 1Connect Better Proposals and Google Sheets once in Notis.
  • 2Create an automation in Notis or describe the outcome in plain language.
  • 3Ask Notis to retrieve proposals with statuses you consider pending and append their available details to the follow-up queue.
  • 4Choose a recurring schedule and a report channel.
  • 5Test with one real proposal and verify the queue has the details you need.

Questions about this workflow

Does this workflow send follow-up messages?

No. It builds a review queue in Sheets. Sending messages is outside the listed Google Sheets actions and source capabilities.

How does it know which proposals are pending?

Describe the status values you consider pending. Better Proposals must return those statuses for the proposals being reviewed.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Better proposals to Google Sheets. A trigger fires from one place; an action lands in another.

Better proposals triggers

Google Sheets actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Sheet to Spreadsheet

Adds a new sheet (worksheet) to a spreadsheet. use this tool to create a new tab within an existing google sheet, optionally specifying its title, index, size, and other properties.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Aggregate Column Data

Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.

ActionInstant

Append Dimension

Tool to append new rows or columns to a sheet, increasing its size. use when you need to add empty rows or columns to an existing sheet.

ActionInstant

Batch get spreadsheet

Retrieves data from specified cell ranges in a google spreadsheet; ensure the spreadsheet has at least one worksheet and any explicitly referenced sheet names in ranges exist.

ActionInstant

Batch update spreadsheet

Updates a specified range in a google sheet with given values, or appends them as new rows if `first cell location` is omitted; ensure the target sheet exists and the spreadsheet contains at least one worksheet.

ActionInstant

Batch Update Values by Data Filter

Tool to update values in ranges matching data filters. use when you need to update specific data in a google sheet based on criteria rather than fixed cell ranges.

ActionInstant

Clear Basic Filter

Tool to clear the basic filter from a sheet. use when you need to remove an existing basic filter from a specific sheet within a google spreadsheet.

ActionInstant

Clear spreadsheet values

Clears cell content (preserving formatting and notes) from a specified a1 notation range in a google spreadsheet; the range must correspond to an existing sheet and cells.

ActionInstant

Connect any two apps with Notis in the middle.

Better proposals and Google Sheets, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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