Keep the proposal pipeline moving with a weekly review
Once a week, Notis scans the Nusii proposal list and gives you a focused view of drafts, aging offers, and upcoming expirations.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Proposals
Tool to retrieve all proposals from your Nusii account with pagination and filtering options. Use when you need to browse proposals or filter by status.
Why this helps
Without a dependable review, proposals accumulate quietly and follow-ups depend on remembering each deal at the right moment.
- Creates a reliable pipeline checkpoint
- Surfaces aging proposals before they go cold
- Turns a broad list into a manageable next-action summary
Setup
Build it in a few focused steps.
- 1Connect Nusii proposals to Notis in the portal.
- 2Ask Notis to review open proposals weekly and highlight drafts, aging offers, and upcoming expirations.
- 3Choose a weekly recurring trigger and your preferred report channel.
- 4Run the automation once with your real pipeline and confirm the summary is useful.
Questions about this workflow
Does this change any proposals?
No. This workflow lists and summarizes proposals so you can decide the next action.
Can I define what counts as aging?
Yes. Put your preferred number of days or follow-up rhythm directly in the prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link GitHub to Nusii proposals. A trigger fires from one place; an action lands in another.
GitHub triggers
Nusii proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive Proposal
Tool to archive a specific proposal in Nusii. Use when you need to archive a proposal that is no longer active.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Client
Tool to create a new client in Nusii Proposals. Use when you need to add a client with their contact and business details. Returns the created client's information including unique identifier.
New Workflow Artifact Created
Triggers when a new workflow artifact is created in a GitHub repository. Monitors for newly created GitHub Actions workflow artifacts. Optionally filters by artifact name to restrict monitoring to specific artifacts.
Create Line Item
Tool to create a line item within a proposal section. Use when you need to add a cost item to a specific section of a proposal.
Branch Changed
Triggers when a GitHub branch changes. Monitors a specific branch for: - New commits pushed (head commit SHA changes) - Protection status toggled (branch becomes protected or unprotected) - Protection settings changed, including: required status checks and their enforcement level, admin enforcement, required pull request reviews (dismiss stale reviews, code owner reviews, approving review count, last push approval), required linear history, force push allowance, deletion allowance, conversation resolution, branch locking, and fork syncing.
Create Proposal
Tool to create a new proposal in Nusii. Use when you need to initialize a proposal with title, client information, and optional configuration settings.
New Branch Created
Triggers when a new branch is created in a GitHub repository. Detects newly created branches. Deleted branches do not fire events.
Create Section
Tool to create a section for a proposal or template in Nusii Proposals. Use when you need to add a new section to a proposal or template.
Check Run Status / Conclusion Changed
Triggers when a specific GitHub check run changes its status or conclusion. Monitors a single check run for changes to: status (queued, in_progress, completed, etc.), conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required), started_at, and completed_at.
Create Webhook Endpoint
Tool to create a webhook endpoint to subscribe to Nusii events. Use when you need to register a new webhook for receiving event notifications.
Check Suite Status / Conclusion Changed
Triggers when a GitHub check suite changes its status or conclusion for a given ref. Monitors all check suites associated with a git reference (branch, tag, or commit SHA) for changes to status (queued, in_progress, completed, etc.) and conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required, startup_failure, stale). Optionally filters by GitHub App ID.
Delete a client
Tool to delete a specific client from Nusii account. Use when you need to permanently remove a client record.
New Code Scanning Alert Created
Triggers when a new code scanning alert is created in a repository. Fires an event for each newly created code scanning alert detected in the configured repository. Alerts can be filtered by Git reference, scanning tool, state, and severity. The payload includes the alert number, rule details, tool information, state, severity, and the location of the most recent instance.
Delete Line Item
Tool to delete a line item from Nusii. Use when you need to remove a specific line item by its ID.
Connect any two apps with Notis in the middle.
GitHub and Nusii 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 Nusii proposals.