Retrieve company details from a new slide
Bring the client record into view while the proposal idea is still being shaped.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Get Company
Tool to retrieve details of a specific company. use when you need company metadata by id.
Why this helps
Proposal owners often lack key company context when they start drafting.
- Reduce context switching
- Give proposal drafts better client context
- Make handoffs easier to review
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Better Proposals in Notis once.
- 2Create an automation that identifies the company and retrieves its details.
- 3Pick the New Slide Added trigger.
- 4Choose a report channel and test with one client-specific slide.
Questions about this workflow
Which company is retrieved?
Notis uses company clues from the slide and the available Better Proposals company records.
Can it infer missing fields?
No. Missing fields are reported as unavailable.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Better proposals. A trigger fires from one place; an action lands in another.
Google Slides 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 Slide Added
Fires when a new slide is added to a Google Slides presentation.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
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.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
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.
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 Slides 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.