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Alert Proposal Owners

Record the handoff and share rejection reasons in private team chat

Use this Agent instantly or customize it - no programming needed

Route a rejected proposal to its owner
Reads
  • Rejection notice
    Rejection notice

    The rejection notice identifies the proposal that needs your team's attention.

  • Proposal details
    Proposal details

    Your proposal shows its current status, owner, and the reviewer's requested changes.

  • Approval history
    Approval history

    Earlier submissions and follow-up notes show what has already happened on your proposal.

  • Approval rules
    Approval rules

    Your team's rules define the required evidence and who may reject a proposal.

  • Proposal owner mapping
    Proposal owner mapping

    Your owner mapping identifies who should revise each rejected proposal.

  • Alert recipients
    Alert recipients

    Your recipient settings limit who may receive the private rejection alert.

Document approval tool
Document approval tool

Your document approval tool shows rejection details and keeps the handoff on the proposal.
Document approval tool
Has the proposal's status changed since rejection?YesNo
Record the status change on the proposal and stop.
Writes
  • Proposal note
    Proposal note

    Your proposal shows the owner's next step or the issue someone must resolve.

Do the rejection facts lack evidence or conflict with the proposal history?YesNo
Record the missing or conflicting facts on the proposal and stop.
Writes
  • Proposal note
    Proposal note

    Your proposal shows the owner's next step or the issue someone must resolve.

Did the rejection come from someone without approval authority?YesNo
Record the reviewer's authority gap on the proposal and stop.
Writes
  • Proposal note
    Proposal note

    Your proposal shows the owner's next step or the issue someone must resolve.

Record the owner's revision handoff and leave the proposal unsent.
Writes
  • Proposal note
    Proposal note

    Your proposal shows the owner's next step or the issue someone must resolve.

Send the owner a private alert with the rejection reason and proposal link.
Writes
  • Private rejection alert
    Private rejection alert

    The owner receives the rejection reason and proposal link in a private chat.

Team chat
Team chat

Your team chat privately tells the owner what to revise and links to the proposal.
Team chat

This Agent starts when an approver rejects a proposal before sending. It checks the decision and prior resubmissions, then records the owner handoff. It sends the reason and link to the owner in private chat.

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Made for your industry

Alert Proposal Owners is made for businesses in these industries.

Made for your role

Alert Proposal Owners is made for people in these roles.

How Alert Proposal Owners works

3 steps, in order, on every run.

  1. Check the rejectionRead the current proposal, rejection comment, and prior resubmissions. Check the reviewer against your approval rules.
  2. Record the owner handoffRecord the owner and next step on the same proposal. Leave it unsent for revision and another approval review.
  3. Notify the owner privatelySend the rejection reason and proposal link to the authorized owner in private team chat.

How to Get Started

Connect your tools

Connect the tools you already use, such as Slack, Notion or Airtable.

20 tools
Set your rules
  • Proposal owner mapping
  • Restricted alert recipients
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Alert Proposal Owners:

Who receives the rejection alert?

You choose the proposal owner mapping and restrict who receives alerts. The Agent sends the reason and link to the authorized owner in private chat.

Can the Agent approve or send the proposal?

No. Your authorized reviewer makes the approval decision. The proposal stays unsent while the owner prepares it for another review.

What happens if the rejection needs a closer look?

The Agent stops routing if facts conflict, evidence is missing, the reviewer lacks authority, or the proposal status changes. It records the exact gap on the proposal for a person to resolve.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

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