Review paid proposals in weekly planning
Bring paid work into the same weekly review as delivery priorities.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Paid Proposals
Tool to retrieve all paid proposals. use when you need to list proposals that have been paid.
Why this helps
Paid engagements can be overlooked when revenue and delivery reviews are separate.
- Keeps paid work visible
- Supports delivery prioritization
- Reduces revenue context switching
Setup
Build it in a few focused steps.
- 1Connect Outlook and Better Proposals in Notis.
- 2Create an automation named Weekly paid proposal review.
- 3Tell Notis to retrieve paid proposals and summarize changes or planning implications.
- 4Choose a weekly schedule and select where reports go.
- 5Test it with the current paid proposal records.
Questions about this workflow
Can it calculate revenue totals?
Only when the paid proposal data includes the amounts needed.
Can I send the report to a team channel?
Yes. Choose the desired report channel during 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.
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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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