Refresh proposal details before weather-sensitive work
Give active project proposals a timely review before work begins, with the forecast in the context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Proposal
Updates the details of a specific proposal.
Why this helps
A proposal can stay untouched as a work date approaches, even when updated conditions should change the plan.
- Review forecasts ahead of planned weather-sensitive work.
- Update relevant proposal details when conditions affect the plan.
- Keep the proposal aligned with the project context you provide.
Setup
Build it in a few focused steps.
- 1Connect AccuWeather and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to review upcoming project forecasts and update the matching proposal only when conditions call for a change.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real upcoming project and verify the proposal details.
Questions about this workflow
How does the workflow know the planned work date?
Provide the date and project context in the information available to the scheduled run.
Will it update every proposal it finds?
Your instruction should identify the relevant proposal and specify that updates happen only when the forecast affects the plan.
What if the proposal cannot be identified?
Instruct Notis to report the missing or ambiguous context so you can resolve it before any proposal update.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AccuWeather to Bidsketch. A trigger fires from one place; an action lands in another.
AccuWeather 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
Creates a proposal for a client.
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.
AccuWeather and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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