Brief yourself on opened proposals before new meetings
Walk into new meetings knowing who is already engaged.
Trigger
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Action
Get Opened Proposals
Tool to retrieve all opened proposals. use when you need proposals that recipients have opened.
Why this helps
New meetings arrive without enough time to inspect proposal engagement.
- Focuses preparation on engaged prospects
- Shortens research time
- Creates a repeatable meeting routine
Setup
Build it in a few focused steps.
- 1Connect Outlook and Better Proposals in Notis.
- 2Create an automation named Opened proposal meeting brief.
- 3In one instruction, ask Notis to find opened proposals matching the new event and summarize key context.
- 4Pick New Calendar Event as the trigger and choose where reports go.
- 5Test with one upcoming client meeting.
Questions about this workflow
What if the event has no matching proposal?
The report can say no matching opened proposal was found.
Does it alter the calendar event?
No. It only prepares a report.
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.
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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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New Sent Message
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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.