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Find the right proposal template from a Discord thread

Start proposals with a template that matches the conversation.

Trigger

New Thread Created

Triggered when a new thread is created in a Discord channel within a monitored server.

Action

Get All Templates

Tool to retrieve a paginated list of all templates. use when you need to list available templates for selection.

Why this helps

Teams lose time searching template libraries after requirements are already discussed in a thread.

  • Shorten proposal setup time
  • Keep requirements and options together
  • Improve template consistency

Setup

Build it in a few focused steps.

  • 1Connect Discord and Better Proposals in Notis once.
  • 2Create an automation for template suggestions.
  • 3Tell Notis to list available templates and recommend relevant options based only on the new thread context.
  • 4Pick New Thread Created as the trigger and select a report channel.
  • 5Create one test thread to review the recommendation.

Questions about this workflow

Does it create a proposal?

No. It retrieves templates and provides a recommendation for the team.

What context can it use?

It can use the text available from the triggering thread and the returned template data.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Company

Tool to create a new company. use after confirming the company does not already exist.

ActionInstant

New Discord Message Trigger

Polls a specific Discord channel for new messages.

TriggerPolling

Create Document Type

Tool to create a new document type. use after confirming the desired type name does not already exist.

ActionInstant

New Member Joined

Triggered when a new member joins a Discord server (guild) you manage.

TriggerPolling

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.

ActionInstant

Message Reaction Added

Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.

TriggerPolling

Get All Companies

Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.

ActionInstant

New Thread Created

Triggered when a new thread is created in a Discord channel within a monitored server.

TriggerPolling

Get All Currencies

Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.

ActionInstant

Message Edited

Triggered when an existing message in a monitored Discord channel is edited.

TriggerPolling

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.

ActionInstant

Get All Proposals

Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.

ActionInstant

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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