Keep partner proposals aligned with recent results
Refresh proposal details when the performance context behind a partner pitch changes.
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
Proposal drafts can become stale while partner performance continues to change.
- Use current partner results when updating a selected proposal.
- Focus changes on details you explicitly authorize in the instruction.
- Receive a report of changes and any unavailable information.
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.
- 3Tell Notis which proposal to update, what Adtraction results to use, and which proposal details it may change.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real proposal and partner example, then review the update in Bidsketch.
Questions about this workflow
How does the automation choose the proposal to update?
Specify the proposal or a reliable way to identify it in your instruction. Notis should report ambiguity instead of guessing.
Can it add performance figures that Adtraction does not return?
No. Provide any unavailable figures yourself or have Notis report that they are missing.
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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