Update an existing proposal with fresh ad data
Bring current ad evidence into an existing proposal without starting the document over.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Proposal
Updates the details of a specific proposal.
Why this helps
A proposal can go stale between research and client review, making its rationale harder to trust.
- Keep proposal details aligned with current research.
- Preserve the existing proposal instead of drafting from scratch.
- Flag missing context before making a change.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Bidsketch once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis the automation name and prompt from any channel.
- 3In one instruction, ask Notis to use supplied Adyntel findings to update the identified Bidsketch proposal details, first checking its current content and flagging any uncertainty.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Test with one real proposal and a fresh Adyntel insight payload.
Questions about this workflow
Which proposal does it update?
Identify the existing proposal in the webhook context or automation instruction. Notis should flag ambiguity rather than guess.
Can it change proposal sections too?
This action updates proposal details. Section edits require a separate action and clear instructions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Bidsketch. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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