Scan proposal changes before sending
Review proposal versions with the important changes already surfaced.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
List Comparisons
Tool to retrieve a paginated list of document comparisons. use when you need to browse comparisons across pages.
Why this helps
Sales teams can send outdated proposals after last-minute edits.
- Catch proposal version changes
- Shorten pre-send review
- Keep sales tasks moving
Setup
Build it in a few focused steps.
- 1Connect Todoist and Draftable in Notis once.
- 2Create a sales proposal scan automation.
- 3Ask Notis to list relevant Draftable comparisons and summarize changes that matter to the new proposal task.
- 4Select New Task Created and a report destination.
- 5Test with one proposal task.
Questions about this workflow
Does it send the proposal?
No. It creates a report for your team to review before sending.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Draftable. A trigger fires from one place; an action lands in another.
Todoist triggers
Draftable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Comparisons
Tool to retrieve a paginated list of document comparisons. use when you need to browse comparisons across pages.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
New Task Created
Trigger when a new task is added to Todoist.
Connect any two apps with Notis in the middle.
Todoist and Draftable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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