Check proposal brand readiness at intake
Catch missing brand context before drafting starts.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Brand Settings
Tool to retrieve settings for the default brand. use when you need default-brand configuration (colors, tax, name, etc.) before creating or customizing documents.
Why this helps
Proposal preparation slows down when default brand settings are unclear.
- Catches setup gaps early
- Reduces drafting interruptions
- Keeps proposals on brand
Setup
Build it in a few focused steps.
- 1Connect Outlook and Better Proposals in Notis.
- 2Create an automation named Brand readiness check.
- 3Tell Notis to retrieve default brand settings and report anything the intake request may need clarified.
- 4Choose an HTTP webhook trigger and select a report channel.
- 5Send one intake webhook to test the check.
Questions about this workflow
Does this change brand settings?
No. It retrieves the current default brand settings.
What if settings are incomplete?
The report can identify missing or unclear information returned by Better Proposals.
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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