Review brand settings before drafting a proposal
Catch brand configuration issues before they reach a client-facing proposal.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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
Brand settings are easy to overlook when a proposal deadline is already competing for attention.
- Surface current brand defaults
- Prevent avoidable presentation issues
- Prepare with less context switching
Setup
Build it in a few focused steps.
- 1Connect Todoist and Better Proposals once in Notis.
- 2Create an automation for proposal preparation checks.
- 3Describe that each new proposal task should retrieve brand settings and summarize anything needing review.
- 4Pick the Todoist new task trigger and select a report channel.
- 5Test with one live proposal task.
Questions about this workflow
Does this change brand settings?
No. It retrieves the current default brand settings for review.
What if the task has no proposal context?
Tell Notis to ignore unrelated tasks or report that the context is insufficient.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Better proposals. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
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.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
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.
Todoist 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.