Review proposal sections before they become blockers
Create a recurring content check for opening and closing sections.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal Sections
Tool to get all sections for a proposal. use when you need to list opening or closing sections by proposal id.
Why this helps
Sections drift over time and are often reviewed only after a proposal is delayed.
- Catches content gaps earlier
- Creates a repeatable review
- Reduces last minute editing
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Bidsketch in Notis.
- 2Create an automation describing the section review and report format.
- 3Choose a recurring schedule trigger.
- 4Select a report channel and test with one proposal.
Questions about this workflow
Can the workflow review opening and closing sections?
Yes. The proposal sections action supports both types.
Will it edit sections?
This workflow reviews sections only unless you instruct a separate update action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Bidsketch. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Bidsketch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Client
Tool to delete a client and all their proposals. use when you want to permanently remove a client and its associated proposals from your account.
Delete Fee
Tool to delete a fee. use when a saved fee is no longer needed. use after confirming this fee isn't referenced in any live proposals.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
Delete Webhook
Tool to delete a webhook. use after obtaining the webhook id to remove it.
Connect any two apps with Notis in the middle.
0CodeKit and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bidsketch.