Check that accepted proposals have a kickoff path
Make sure accepted work has a visible readiness step in Jira before the team assumes everything is ready to begin.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
Why this helps
An accepted proposal does not always mean the internal kickoff and prerequisites are ready.
- Catch accepted work without an obvious kickoff path.
- Give the team a review task for missing preparation.
- Keep readiness separate from client approval.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals and Jira once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which accepted proposals to check, how to identify a kickoff or readiness issue, and to create a review task only if none exists.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with an accepted proposal with a known kickoff issue or known gap.
Questions about this workflow
Does this mean the work is ready to start?
No. It only checks for a matching Jira readiness or kickoff issue. The team still determines whether prerequisites are complete.
How should it recognize an existing kickoff issue?
Specify a stable identifier or a clear Jira issue convention for matching. Review the test result before relying on the scheduled check.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Better proposals to Jira. A trigger fires from one place; an action lands in another.
Better proposals triggers
Jira actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Attachment
Uploads and attaches a file to a jira issue.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Comment
Adds a comment using atlassian document format (adf) for rich text to an existing jira issue.
Add Watcher to Issue
Adds a user to an issue's watcher list by account id.
Assign Issue
Assigns a jira issue to a user, default assignee, or unassigns; supports email/name lookup.
Bulk Create Issues
Creates multiple jira issues (up to 50 per call) with full feature support including markdown, assignee resolution, and priority handling.
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
Link Issues
Links two jira issues using a specified link type with optional comment.
Create Project
Creates a new jira project with required lead, template, and type configuration.
Connect any two apps with Notis in the middle.
Better proposals and Jira, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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