See one client's proposal work in a scheduled review
Keep client proposal work visible with a concise review delivered where you already check in.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Client Proposals
Lists proposals for a specific client.
Why this helps
A client's proposals can be spread across stages, making it hard to remember what needs review next.
- Review proposals associated with a known client.
- Summarize proposal status with relevant lead context when available.
- Reduce the effort of assembling a client-level view.
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.
- 3Tell Notis which client to review and ask it to summarize that client's proposals with relevant available AccuLynx context.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real client and confirm the proposal list is the intended one.
Questions about this workflow
How does the workflow know which client to review?
Specify the client in the prompt or provide identifying information that Notis can use. The action requires a specific client id.
Can the review include project details?
Yes, when relevant details are available from AccuLynx or are supplied to Notis. The workflow cannot assume missing project information.
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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