Keep sent proposal follow up on a schedule
Review sent proposals at a cadence that keeps follow up from disappearing.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Sent Proposals
Tool to retrieve all sent proposals. use after dispatching proposals to clients to list them.
Why this helps
Sent proposals can drift out of view when follow up depends on memory.
- Reduce forgotten follow ups
- Create a clear review cadence
- Focus attention on active proposals
Setup
Build it in a few focused steps.
- 1Connect Better Proposals in Notis once.
- 2Create an automation for recurring sent proposal reviews.
- 3Tell Notis to retrieve sent proposals and summarize which records need follow up based on the available data.
- 4Choose a Notis schedule, select a report channel, and test with the current sent list.
Questions about this workflow
Does it send the follow up automatically?
No. It reports the proposals that need attention.
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.
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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 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
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No card. Works with personal or business Better proposals.