Bring scheduled threat reviews into proposal work
Give recurring security reviews a clear home in proposal content, using the findings and proposal details you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Proposal Section
Adds a new opening or closing section to a proposal.
Why this helps
Scheduled threat reviews can produce useful findings without a straightforward path into client proposal material.
- Turn supplied recurring threat findings into proposal material.
- Keep review content tied to the engagement context provided.
- Reduce repeated drafting for recurring security work.
Setup
Build it in a few focused steps.
- 1Connect Abuselpdb and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to summarize the available threat findings and create a proposal section using the proposal context you supply.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real set of findings and review the created section.
Questions about this workflow
Does the schedule fetch Abuselpdb data automatically?
The schedule starts the automation. The instruction can use data available through the connected app or data you provide; it should report when the needed findings are unavailable.
Can it choose a proposal by itself?
Provide proposal context or identifying information in the instruction or available data. The listed action creates a section and does not select a proposal automatically.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abuselpdb to Bidsketch. A trigger fires from one place; an action lands in another.
Abuselpdb triggers
Bidsketch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Client
Permanently deletes a client and all their proposals.
Create Proposal
Delete Fee
Deletes a saved fee.
Delete Proposal
Deletes a proposal and all its content.
Delete Proposal Fee
Deletes a fee from a proposal.
Delete Proposal Section
Deletes a section from a proposal.
Delete Section
Permanently deletes a saved section.
Connect any two apps with Notis in the middle.
Abuselpdb and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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