Make reusable proposal sections easier to find
Get a periodic view of saved sections that may help with recurring project work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Sections
Lists reusable proposal sections saved in the account.
Why this helps
Reusable content is only helpful when you can remember what is available and whether it fits the work at hand.
- Review the saved sections available in Bidsketch.
- Summarize their apparent purpose using returned content and available project context.
- Reduce time spent searching for reusable proposal material.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Ask Notis to list saved Bidsketch sections and summarize which may fit recurring work described in available AccuLynx data.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real project example and confirm recommendations reflect returned information.
Questions about this workflow
Does this add sections to proposals?
No. This workflow lists saved sections for review. Adding a section to a proposal requires a separate action.
Can it know which sections are approved for a project type?
Only if that guidance is present in the connected data or the prompt. Approval rules are not specified here.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Bidsketch. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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