Confirm client company coverage when the brief is complete
A completed brief is the right moment to verify the client record.
Trigger
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
Action
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Why this helps
Proposal work can stall when the client company is missing or duplicated in the proposal system.
- Finds missing company records early
- Flags possible duplicates
- Creates a clean handoff to proposal drafting
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Better Proposals in Notis.
- 2Create an automation named Completed brief company check.
- 3Tell Notis to list companies, compare them with the completed brief, and report missing or duplicate matches.
- 4Pick Document Placeholder Filled as the trigger and choose a report channel.
- 5Test with a brief that contains a known company name.
Questions about this workflow
Can it create the company too?
Pair this review with a separate company creation automation if a record is missing.
What matching details help?
Company name, domain, and contact details improve the comparison.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Better proposals. A trigger fires from one place; an action lands in another.
Google Docs 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.
New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
Create Proposal Cover
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.
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
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.
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
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.
Google Docs and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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