Review opened proposals after list changes
Use task list changes as a cue to see which proposals clients have opened.
Trigger
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
Action
Get Opened Proposals
Tool to retrieve all opened proposals. use when you need proposals that recipients have opened.
Why this helps
Opened proposals can go unnoticed while the task list keeps moving.
- Makes client interest visible
- Supports timely follow-up planning
- Links proposal signals to current work
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Better Proposals once in Notis.
- 2Create an automation named Opened Proposal Review.
- 3Tell Notis to summarize opened proposals and identify follow-up tasks from the changed list.
- 4Pick Task List Changed as the trigger.
- 5Choose a report channel and test with one list change.
Questions about this workflow
Does this mark proposals as followed up?
No. It retrieves opened proposals and suggests follow-up based on the data.
Can it review every proposal?
The action retrieves opened proposals specifically.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Better proposals. A trigger fires from one place; an action lands in another.
Google Tasks 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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Connect any two apps with Notis in the middle.
Google Tasks and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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