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Notis

Inspect key Bidsketch proposal sections on a schedule

Keep important proposal passages visible during recurring reviews.

Trigger

Recurring schedule

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

Action

Get Proposal Section

Tool to fetch a single proposal section. use when you need detailed information for a section after listing proposal sections.

Why this helps

A critical section can be missed when reviewers only scan the proposal summary.

  • Focus on high risk content
  • Reduce review effort
  • Create a repeatable quality check

Setup

Build it in a few focused steps.

  • 1Connect 1Password and Bidsketch in Notis.
  • 2Create an automation for selected proposal section checks.
  • 3Tell Notis which proposal section references to retrieve and what quality signals to report.
  • 4Choose a recurring Notis schedule and report channel.
  • 5Run one test with a real section reference.

Questions about this workflow

Can it inspect all sections?

Use the proposal sections list action for a complete proposal section review.

Can it rewrite a section?

No. Route approved edits to an update proposal section workflow.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 1password to Bidsketch. A trigger fires from one place; an action lands in another.

1password 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.

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

When this happens · Trigger

Do this · Action

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