Find a proposal template after client outreach
Keep the next proposal step easier by reviewing available templates while your client conversation is fresh.
Trigger
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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
Choosing a starting point for a proposal can become another search task after a day of client messages.
- Make available templates easier to discover during client work.
- Reduce time spent searching before proposal drafting.
- Keep momentum from outreach into proposal preparation.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add a name and prompt.
- 3Tell Notis in one instruction to retrieve available templates after a sent client email and summarize options that fit the context you provide.
- 4Pick the Gmail Email Sent trigger and choose where run reports go.
- 5Test with one real sent client email.
Questions about this workflow
Does this create a proposal from a template?
No. It retrieves the list of available templates for review.
Can Notis choose the best template?
It can summarize options against criteria you provide, but the action only retrieves the available template list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Better proposals. A trigger fires from one place; an action lands in another.
Gmail 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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Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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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.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
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.
Gmail and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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