Remind the team before proposals expire
Give every open proposal a timely nudge before its window closes.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a reminder
Creates a slack reminder with specified text and time; time accepts unix timestamps, seconds from now, or natural language (e.g., 'in 15 minutes', 'every thursday at 2pm').
Why this helps
Expiry dates are easy to miss when no one owns the next check.
- Fewer expired opportunities
- Clear deadline visibility
- Timely client outreach
Setup
Build it in a few focused steps.
- 1Connect Better Proposals and Slack once in Notis.
- 2Create an automation named Proposal expiry reminder.
- 3Tell Notis to find proposals expiring within your chosen window and create a Slack reminder for each.
- 4Choose a Notis cron schedule for the daily check.
- 5Choose where run reports go and test with one upcoming expiry.
Questions about this workflow
What reminder timing should I use?
Choose a window that matches your sales cycle, such as three business days before expiry.
Can reminders include proposal links?
Yes, if the Better Proposals data includes accessible links.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Better proposals to Slack. A trigger fires from one place; an action lands in another.
Better proposals triggers
Slack actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a custom emoji to a Slack team
Deprecated: adds a custom emoji to a slack workspace given a unique name and an image url. use `add emoji` instead.
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
Add a remote file
Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
Add call participants
Registers new participants added to a slack call.
Add emoji
Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.
Add reaction to message
Adds a specified emoji reaction to an existing message in a slack channel, identified by its timestamp; does not remove or retrieve reactions.
Connect any two apps with Notis in the middle.
Better proposals and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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