Review opened proposals when project files change
A revised brief or project document may change what you need to discuss. Get a fresh view of opened proposals when the Drive file updates.
Trigger
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Action
Get Opened Proposals
Tool to retrieve all opened proposals. use when you need proposals that recipients have opened.
Why this helps
A changed client brief can make an open proposal worth revisiting, but the update and recipient activity are easy to overlook.
- Pair project file changes with a timely view of opened proposals.
- Help spot conversations to review after a brief changes.
- Keep the proposal activity summary in a Notis run report.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to retrieve opened proposals and summarize those relevant to the updated file using supplied client or project context.
- 4Pick Google Drive File Updated as the trigger and choose where run reports go.
- 5Test with one real file update and review the report.
Questions about this workflow
Does an opened status mean the client is ready to sign?
No. It only indicates that a proposal is opened. The workflow reports that status and does not infer intent.
Can it detect whether a file change affects a proposal?
Only when the event or your instruction provides enough context to relate the file to a proposal. Supply client or project identifiers if needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Better proposals. A trigger fires from one place; an action lands in another.
Google Drive triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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File Updated
Triggers when a file's metadata or content changes in Google Drive.
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Google Drive Changes
Triggers when changes are detected in a Google Drive.
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 Drive and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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