Turn a recurring prospect review into proposal drafts
Keep proposal opportunities moving with a routine review that creates drafts only when the brief is ready.
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
Follow-up opportunities can slip when prospect review and proposal preparation happen in separate sessions.
- Create drafts for opportunities with usable project context.
- Keep a regular review from turning into a manual re-entry session.
- Leave final proposal review in the hands of your team.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Bidsketch once in Notis.
- 2Create an automation and describe the scheduled opportunity review.
- 3Tell Notis to draft proposals only for qualified prospects with supplied client and project details.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real opportunity and review the draft in Bidsketch.
Questions about this workflow
Can the schedule create a proposal for every lead?
Your instruction should restrict creation to qualified opportunities with enough project information.
Where do proposal scope and pricing come from?
They must be supplied by the available lead or project data, or specified in your instruction. Notis should not invent missing terms.
Does this send drafts to prospects?
No. It creates proposals in Bidsketch for your review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Bidsketch. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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