Start your proposal review with current statuses
Bring the latest available proposal statuses into the sheet you already use to plan follow-ups.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
A status review takes longer when proposal records and pipeline notes live in separate places.
- Prepare a regular view of proposal statuses.
- Make pending follow-ups easier to spot.
- Reduce time spent gathering status updates before a review.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals and Google Sheets once in Notis.
- 2Create an automation in the portal or tell Notis what result you need.
- 3In one instruction, ask Notis to retrieve proposal statuses and update the range you use for review.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real proposal before relying on the scheduled run.
Questions about this workflow
Does Better Proposals provide a trigger for status changes?
No source event is listed here. This workflow uses a Notis schedule to retrieve available statuses.
Can the automation preserve my spreadsheet layout?
Specify the existing sheet and range in your instruction. The sheet and range must exist before the update.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
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.
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.
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.
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.
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.
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.
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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