Make signed proposal handoffs part of the routine
Give delivery a dependable view of recently signed proposal work.
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 can become invisible after closing unless handoffs are reviewed deliberately.
- Keep new work visible
- Reduce handoff delays
- Give delivery a consistent review artifact
Setup
Build it in a few focused steps.
- 1Connect Better Proposals in Notis once.
- 2Create an automation for scheduled signed proposal handoff reviews.
- 3Tell Notis to retrieve signed proposals and summarize the information delivery needs to act.
- 4Choose a recurring Notis schedule, select a report channel, and test with the current signed list.
Questions about this workflow
Can it notify a delivery channel?
Yes. Choose the report channel where you want the scheduled review delivered.
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
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.
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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
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No card. Works with personal or business Better proposals.