Review proposal settings after a document update
Keep account defaults visible when project documents change.
Trigger
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
Action
Get Settings
Tool to retrieve current account settings. use when you need default currency, tax, and timezone configuration before creating proposals.
Why this helps
A document revision can change scope or pricing assumptions while proposal defaults remain unchecked.
- Surface current defaults at the right moment
- Support scope and pricing reviews
- Reduce hidden assumption errors
Setup
Build it in a few focused steps.
- 1Connect Google Super and Better Proposals once in Notis.
- 2Create an automation telling Notis to retrieve current proposal settings after the document update and explain relevant checks.
- 3Pick Document Updated as the trigger.
- 4Choose a report channel and test with one revised document.
Questions about this workflow
Can Notis focus on pricing settings?
Yes. Ask it to emphasize currency, tax, timezone, or other settings returned by the action.
Will it change settings automatically?
No. The workflow provides a review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Super to Better proposals. A trigger fires from one place; an action lands in another.
Google Super 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
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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.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
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.
Cell Range Values Changed
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Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
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 Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
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 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 Super and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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