Review signed proposals at month end
Close the month with a clean record of what was signed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Signed Proposals
Tool to retrieve all signed proposals. use when you need to list proposals clients have signed after confirming credentials.
Why this helps
Signed work is difficult to review when updates live across multiple systems.
- Simplify monthly reviews
- Make wins searchable
- Support delivery handoffs
Setup
Build it in a few focused steps.
- 1Connect Better Proposals in Notis once.
- 2Create an automation for the monthly signed-proposal recap.
- 3Tell Notis to retrieve signed proposals and summarize the month's available records.
- 4Choose a monthly schedule and report channel.
- 5Run one real example to validate the recap.
Questions about this workflow
Can it compare months?
Only if prior results are supplied or available in the returned data.
Where does the recap appear?
In the report channel selected during automation setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Discord to Better proposals. A trigger fires from one place; an action lands in another.
Discord triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
New Discord Message Trigger
Polls a specific Discord channel for new messages.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
Create Proposal Cover
Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.
Message Reaction Added
Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
New Thread Created
Triggered when a new thread is created in a Discord channel within a monitored server.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Message Edited
Triggered when an existing message in a monitored Discord channel is edited.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Connect any two apps with Notis in the middle.
Discord and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Better proposals.