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Notis

Review saved Bidsketch sections for compliance

Keep your proposal building blocks aligned with current risk guidance.

Trigger

Recurring schedule

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

Action

Get Sections

Tool to list all sections. use when you need to retrieve saved sections for your account.

Why this helps

Old reusable language can persist long after requirements change.

  • Finds stale language
  • Supports regular governance
  • Reduces repeated manual checks

Setup

Build it in a few focused steps.

  • 1Connect 21risk and Bidsketch once.
  • 2Create a scheduled section library review automation.
  • 3Tell Notis to list saved sections and identify content needing review under your criteria.
  • 4Choose a recurring schedule and report channel.
  • 5Test with one scheduled run.

Questions about this workflow

Can it rewrite sections automatically?

This workflow reviews them; use a separate update action when an approved rewrite is ready.

Can it focus on named sections?

Yes, specify the names or review criteria in the instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 21risk to Bidsketch. A trigger fires from one place; an action lands in another.

21risk 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.

21risk and Bidsketch, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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