Create a calmer routine for proposal follow-up reviews
Get a regular, focused summary of proposal activity and the prospect context behind it.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposals
Lists all proposals in the account.
Why this helps
Follow-up can fall through when proposal status checks depend on remembering to revisit each record.
- Make proposal review a predictable part of the work rhythm.
- Summarize available prospect context for more informed prioritization.
- Reduce the need to remember which records to reopen.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Bidsketch once in Notis.
- 2Create an automation and describe the follow-up review summary.
- 3Tell Notis to retrieve proposals and summarize returned details with relevant Aeroleads context when available, without claiming unprovided status changes.
- 4Choose a recurring schedule and a report destination.
- 5Test with one review cycle and confirm the summary is useful.
Questions about this workflow
Does this send follow-up emails?
No. It retrieves proposal details and creates a review summary.
Can it identify overdue proposals?
Only when due dates or the criteria for overdue status are available in the returned data or supplied instruction.
Can it show what changed since the last review?
Only when the previous status or a saved baseline is available to the automation.
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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