Prioritize opened proposals every day
Spend follow up time where client interest is visible.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Opened Proposals
Tool to retrieve all opened proposals. use when you need proposals that recipients have opened.
Why this helps
Engagement signals are easy to miss without a regular review.
- Prioritizes engaged prospects
- Builds a simple daily routine
- Reduces dashboard checking
Setup
Build it in a few focused steps.
- 1Connect Outlook and Better Proposals in Notis.
- 2Create an automation named Daily opened proposal digest.
- 3Tell Notis to retrieve opened proposals and rank follow up priorities from the available data.
- 4Choose a recurring schedule and select where run reports go.
- 5Test it against your current opened proposals.
Questions about this workflow
Can it rank by how recently a proposal was opened?
Only if that timing is returned by Better Proposals or supplied in your instruction.
Will it message prospects?
No. It creates a digest for you.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Better proposals. A trigger fires from one place; an action lands in another.
Outlook 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
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Calendar Event Changes
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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.
New Calendar Event
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New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook 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.