Start your day with a signed proposal digest
Have Notis gather signed proposals on a schedule and turn the list into a quick review of client decisions.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Signed Proposals
Tool to retrieve all signed proposals. use when you need to list proposals clients have signed after confirming credentials.
Why this helps
Signed work can be easy to overlook when updates are scattered across client conversations and proposal records.
- Review signed proposals in one scheduled report.
- Spot completed client decisions without repeatedly checking the app.
- Use the summary to decide which internal next steps need attention.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, then give it a name and prompt.
- 3Tell Notis to retrieve signed proposals and summarize the available results for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and review the report.
Questions about this workflow
Can the digest include only proposals signed since the last run?
The available action retrieves signed proposals, but no date filter or last-run baseline is specified. Ask Notis to be clear about the returned scope.
Does the workflow send follow-ups?
No. It retrieves and summarizes signed proposals; a follow-up sending action is not listed.
Can I choose when it runs?
Yes. Select a recurring schedule when creating the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Better proposals. A trigger fires from one place; an action lands in another.
Google Sheets 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.
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
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.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Developer Metadata Changed
Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
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.
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.
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 Sheets 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.