Get a daily sent proposal follow up list
Start each workday with the proposals that need your attention.
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
Follow up tasks disappear when outbound proposals are not reviewed consistently.
- Creates a predictable review habit
- Reduces dropped follow ups
- Supports focused planning
Setup
Build it in a few focused steps.
- 1Connect Outlook and Better Proposals in Notis.
- 2Create an automation named Daily sent proposal review.
- 3Tell Notis to retrieve sent proposals and identify follow up actions using the information available.
- 4Choose a daily schedule trigger and select a report channel.
- 5Test it with the current sent proposal list.
Questions about this workflow
Does it need Outlook for the scheduled run?
Outlook is connected for this package context, but the scheduled action retrieves sent proposals from Better Proposals.
Can I set the delivery time?
Yes. Choose the recurring schedule in the automation setup.
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
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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
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.