Refresh sent proposal follow-up from an edited comment
Keep follow-up plans accurate when team context changes.
Trigger
Task Comment Updated
Triggers when an existing comment on a task is edited. `changes[]` carries one `CommentChange` entry whose `comment` field is the comment in its updated form.
Action
Get Sent Proposals
Tool to retrieve all sent proposals. use after dispatching proposals to clients to list them.
Why this helps
An edited comment can change the meaning of a client update, leaving an old follow-up summary misleading.
- Reduce stale summaries
- Reflect corrected client context
- Keep follow-up decisions grounded
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Better Proposals in Notis once.
- 2Create an automation named Refresh sent proposal follow-up.
- 3Tell Notis to use the edited comment, retrieve sent proposals, and refresh the relevant summary.
- 4Pick ClickUp Task Comment Updated as the trigger and choose a report channel.
- 5Test with one edited comment.
Questions about this workflow
Does it preserve the previous summary?
The report can explain what changed in the edited comment and how the review should shift.
Can it identify the correct proposal?
It can use available task context and flag uncertain matches.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Better proposals. A trigger fires from one place; an action lands in another.
Clickup triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Clickup and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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