Make sent proposal follow-up easier to remember
Review sent proposals in one scheduled report and decide where a personal follow-up makes sense.
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
After sending a proposal, follow-up can slip when the team returns to delivery work and other priorities.
- Give sent proposals a regular review point.
- Reduce the mental load of remembering which proposals to revisit.
- Keep follow-up decisions with a human who has the needed relationship context.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals once in the Notis portal.
- 2Create an automation and name it for sent proposal review.
- 3In one instruction, ask Notis to summarize sent proposals and surface details that could help decide whether a follow-up is due, noting if timing data is unavailable.
- 4Pick a recurring schedule as the trigger.
- 5Choose where run reports go and test with one real sent proposal.
Questions about this workflow
Will the automation send follow-up messages?
No. The available action retrieves sent proposals. It can help prepare a review, but does not send messages.
Can it determine exactly when a follow-up is due?
Only if the returned data provides relevant dates or you supply a follow-up rule. Otherwise it should flag the missing timing information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Better proposals. A trigger fires from one place; an action lands in another.
Jira 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 Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
New Project
Triggered when a new project is added in Jira
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.
Updated Issue
Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.
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.
Jira and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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