Post a daily proposal follow-up digest
Start the day with one clear list of proposals that need movement.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post message to channel
Deprecated: posts a message to a slack channel, direct message, or private channel. use `send message` instead.
Why this helps
Follow-up work gets scattered across proposal records, notes, and memory.
- One daily action list
- Prioritized follow-ups
- Reduced context switching
Setup
Build it in a few focused steps.
- 1Connect Better Proposals and Slack once in Notis.
- 2Create an automation named Daily proposal follow-up digest.
- 3Tell Notis to find proposals needing follow-up, rank them by urgency, and post a concise digest.
- 4Choose a Notis cron schedule for the time you review sales.
- 5Choose the Slack report channel and test with current proposal data.
Questions about this workflow
What counts as needing follow-up?
Tell Notis the age or status rules you use, or have it report that the source data is missing.
Can the digest include owners?
Yes, when Better Proposals provides an owner or you include one in the prompt.
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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