Build a company context list for a new playlist
Use each new series as a prompt to review who could benefit from it.
Trigger
New Playlist in YouTube Channel
Triggers when a new playlist is added to a YouTube channel.
Action
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Why this helps
A new content series can launch without a clear view of the companies already in your proposal account.
- See available companies in one report
- Connect content themes to existing accounts
- Reduce manual list browsing
Setup
Build it in a few focused steps.
- 1Connect YouTube and Better Proposals in Notis once.
- 2Create an automation named Playlist launch company list context.
- 3Tell Notis to retrieve all companies and summarize those that appear relevant to the new playlist theme.
- 4Choose New Playlist in YouTube Channel as the trigger.
- 5Select a report destination and test with one playlist launch.
Questions about this workflow
Does this discover companies outside Better Proposals?
No. It reports companies returned by the connected Better Proposals account.
Can Notis decide the perfect target?
It can summarize apparent relevance, but you should validate the final targeting.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Youtube to Better proposals. A trigger fires from one place; an action lands in another.
Youtube 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 YouTube Activity
Triggers when a new activity is detected on a YouTube channel.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
New Item in YouTube Playlist
Triggers when a new item is added to a YouTube playlist.
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 Playlist in YouTube Channel
Triggers when a new playlist is added to a YouTube channel.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
New YouTube Channel Subscription
Triggers when a new channel is subscribed.
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.
Youtube and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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