Review selected template details after outreach
Return to proposal work with the details of your chosen template ready for review.
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 Template Details
Tool to retrieve details of a specific template. use after selecting the template id to fetch metadata.
Why this helps
After sending a client email, it can be hard to remember which template you chose and what it contains.
- Bring selected template information into the next work step.
- Reduce repeated navigation to template details.
- Keep proposal preparation focused after outreach.
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 provide a name and prompt.
- 3In one instruction, ask Notis to retrieve details for a template id you provide after a sent client email and summarize the result.
- 4Pick the Gmail Email Sent trigger and choose where run reports go.
- 5Test with one real sent email and a valid template id.
Questions about this workflow
Can it select a template automatically?
No. Provide the template id. The action retrieves details for a specific template.
Does it create a proposal from the template?
No. It fetches template metadata for review.
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.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
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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Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
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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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