Get template details when a task calls for them
Turn a template reference in Todoist into a useful Better Proposals detail summary.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Get Template Details
Tool to retrieve details of a specific template. use after selecting the template id to fetch metadata.
Why this helps
Opening and inspecting template details manually breaks the flow of proposal preparation.
- Reduce repetitive inspection
- Clarify template contents
- Keep preparation in one workflow
Setup
Build it in a few focused steps.
- 1Connect Todoist and Better Proposals once in Notis.
- 2Create an automation for template detail review.
- 3Tell Notis to retrieve the named template details and summarize them for the new task.
- 4Pick the Todoist new task trigger and select the report destination.
- 5Test with one template review task.
Questions about this workflow
What if the task names several templates?
Ask Notis to retrieve each identifiable template and compare the returned details.
Can it edit the template?
No. This workflow retrieves template details only.
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.
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Webhook trigger
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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.