Turn partner performance into a ready-to-review proposal
Spot promising Adtraction partners and give the next conversation a clear starting point.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Proposal
Creates a proposal for a client.
Why this helps
Strong partner prospects can get buried in performance reports, leaving follow-up and proposal drafting for later.
- Surface partners that meet criteria you provide.
- Draft a proposal with relevant performance context.
- Keep proposal creation moving without switching between reports and proposal writing.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, tell Notis which partner results should qualify and what proposal to draft; specify any missing pricing or offer details it should ask you for.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real Adtraction partner example and review the draft in Bidsketch.
Questions about this workflow
How does Notis know which partners are promising?
Tell it the performance measures and thresholds to use in the automation instruction. If the information is unavailable in the returned data, provide it or ask Notis to flag it as missing.
Will the proposal be sent automatically?
This workflow creates a proposal in Bidsketch for you to review. It does not send it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Bidsketch. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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