End the week with a sent proposal follow up list
Close the week knowing which client conversations still need a nudge.
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
Sent proposals sit in limbo because follow up decisions are postponed until they are forgotten.
- Reduce dropped follow ups
- Keep pipeline conversations moving
- Finish the week with clarity
Setup
Build it in a few focused steps.
- 1Connect Better Proposals in Notis.
- 2Create an automation asking Notis to retrieve sent proposals and produce a follow up list using your timing rules.
- 3Choose a Notis cron trigger for Friday.
- 4Select the report channel.
- 5Test one run and tune the follow up criteria.
Questions about this workflow
Can I define a follow up window?
Yes. Include the desired timing rule in the automation prompt.
Will it contact clients?
No. It prepares the list for your review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Better proposals. A trigger fires from one place; an action lands in another.
One drive 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.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
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.
One drive 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.