Make sent proposal follow-up easier to remember
A regular review of sent proposals helps keep client conversations from slipping through a busy week. Let Notis bring the list to you.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Sent Proposals
Tool to retrieve all sent proposals. use after dispatching proposals to clients to list them.
Why this helps
Remembering which proposals went out and need a human follow-up takes repeated checking and attention.
- Get sent proposals in a recurring review report.
- Keep follow-up work visible without repeatedly opening the app.
- Use the returned proposal data to decide which client needs a human next step.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to retrieve sent proposals and summarize the records for follow-up review; provide any timing criteria you want applied.
- 4Pick a recurring schedule as the trigger and choose where run reports go.
- 5Test with one real run and confirm the report supports your follow-up decisions.
Questions about this workflow
Does this send follow-up messages to clients?
No. The available actions retrieve proposal records. The report helps you decide and take follow-up action yourself.
Can Notis know how long each proposal has been waiting?
Only if the retrieved data includes the necessary dates. If it does not, provide timing context or review the date information separately.
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.
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
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Comment Added (Docs/Sheets/Slides)
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Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
File Created
Triggers when a new file is created in Google Drive.
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.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
File Shared (Permissions Added)
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File Updated
Triggers when a file's metadata or content changes in Google Drive.
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.
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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No card. Works with personal or business Better proposals.