Turn opened proposal activity into a weekly priority list
Start your review with the prospects already showing interest.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Opened Proposals
Tool to retrieve all opened proposals. use when you need proposals that recipients have opened.
Why this helps
Engagement signals are useful only when someone consistently checks them.
- Focus on engaged prospects
- Reduce noisy reviews
- Create a repeatable prioritization habit
Setup
Build it in a few focused steps.
- 1Connect Better Proposals in Notis once.
- 2Create an automation for scheduled opened proposal prioritization.
- 3Tell Notis to retrieve opened proposals and rank follow up priorities using the returned details.
- 4Pick a recurring Notis schedule, choose the report channel, and test with one review run.
Questions about this workflow
What ranking criteria are available?
Use criteria supported by the returned proposal data, and state any additional business rules in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Better proposals. A trigger fires from one place; an action lands in another.
Fireflies 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
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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.
Fireflies and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Better proposals.