Find a suitable proposal template for upcoming work
Start proposal work with a clearer view of which saved templates may fit the projects in your pipeline.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Templates
Lists proposal templates saved in the account.
Why this helps
Choosing a starting template takes extra browsing when you are already juggling incoming project work.
- Review the templates currently saved in Bidsketch.
- Use available project details to suggest relevant starting points.
- Reduce browsing and decision overhead before proposal drafting.
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 review saved Bidsketch templates and identify possible fits for upcoming AccuLynx work present in the available data.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real project and check that suggested templates are based on returned details.
Questions about this workflow
Will this create or send proposals from a template?
No. It reviews saved templates and reports possible fits. Proposal creation is a separate action.
Can it make recommendations without project details?
It can list templates, but matching them to work requires project information from AccuLynx or details supplied to Notis.
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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