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Notis

See which sections active proposals use

Make content reviews concrete with a section inventory tied to real proposals.

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

Teams cannot tell which reusable content is actually reaching clients.

  • Focus content improvement work
  • Find inconsistent proposal sections
  • Reduce manual proposal inspection

Setup

Build it in a few focused steps.

  • 1Connect 44API and Bidsketch in Notis once.
  • 2Create an automation for active proposal content review.
  • 3Tell Notis to validate the supplied VAT context, list sections for the specified proposals, and summarize repeated or missing content.
  • 4Pick a recurring schedule and report channel.
  • 5Test with one active proposal set.

Questions about this workflow

Does it list all account sections?

No. It lists sections attached to the proposals you specify.

Can it recommend replacements?

Yes, provide your content standards and ask for recommendations in the report.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 44API to Bidsketch. A trigger fires from one place; an action lands in another.

44API triggers

Bidsketch actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Client

Tool to create a client. use when adding a new client record to bidsketch.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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.

ActionInstant

Delete Proposal

Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.

ActionInstant

Delete Proposal Fee

Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.

ActionInstant

Delete Proposal Section

Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.

ActionInstant

Delete Section

Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.

ActionInstant

Delete Webhook

Tool to delete a webhook. use after obtaining the webhook id to remove it.

ActionInstant

Connect any two apps with Notis in the middle.

44API and Bidsketch, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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