Prepare a proposal from weekly ad findings
Let a regular review of LinkedIn ad activity become a ready-to-review proposal draft.
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
Useful ad findings can sit in a report while proposal work waits for a separate planning session.
- Turn recurring research into a concrete engagement draft.
- Reduce the work of restarting proposal planning each week.
- Surface missing client or campaign details for follow-up.
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 review the scheduled Adyntel LinkedIn ad findings and draft a Bidsketch proposal for the client and campaign context you provide.
- 4Pick the notis_cron trigger and choose where run reports go.
- 5Test with one real set of ad findings and review the created draft.
Questions about this workflow
What does the schedule provide?
The schedule starts the run. The instruction should specify how Notis can obtain the Adyntel findings and the client context.
Will it invent campaign results?
No. Ask Notis to use only returned Adyntel data and flag unavailable metrics or context.
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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