Review vendor proposals against your criteria
Put vendor details and unanswered questions into a consistent review sheet, so comparing offers takes less effort.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Convert HTML to PDF
Tool to convert html or a public url into a pdf document. use when you need programmatic pdf generation from html content.
Why this helps
Vendor offers arrive in different formats, making tradeoffs and missing details hard to compare.
- Review offers against criteria you supply.
- See missing information alongside stated terms.
- Share a structured comparison with collaborators.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Cloudlayer once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to create a PDF review sheet from each new vendor proposal, comparing it with criteria you provide and flagging missing details.
- 4Pick New Gmail Message Received as the trigger and choose where run reports go.
- 5Test it with one real vendor proposal email.
Questions about this workflow
Where do the comparison criteria come from?
Include your criteria in the instruction to Notis. The email does not provide your evaluation standards.
Can it compare proposals across past emails?
Ask Notis to use relevant accessible history, or supply prior proposal details if they are not available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Cloudlayer. A trigger fires from one place; an action lands in another.
Gmail triggers
Cloudlayer actions
Recurring trigger
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New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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Convert HTML to PDF
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Connect any two apps with Notis in the middle.
Gmail and Cloudlayer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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