Review full Bidsketch proposal content from email
Pull a proposal's content into the same place you saw the request, with sections and fees together.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Proposal Content
Tool to get a proposal with all its content (sections and fees). use when you need a full proposal in one call.
Why this helps
A proposal review can stall when you have to open a separate app and gather sections and fee details one by one.
- Retrieve proposal content, sections, and fees in one lookup.
- Keep review context close to the email that requested it.
- Avoid reviewing the wrong proposal by requiring clear identification.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Bidsketch once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, in a channel or in Automations, New Automation.
- 3In one instruction, ask Notis to retrieve the full content of a proposal only when the email identifies it clearly, and summarize the returned sections and fees in the run report.
- 4Pick New Email Received as the trigger and choose where run reports should go.
- 5Test with one real review request and confirm the report contains the expected proposal content.
Questions about this workflow
What does the full content lookup include?
The listed action retrieves a proposal with all its content, including sections and fees.
Can it revise the proposal based on the email?
No. This workflow retrieves content for review; proposal edits require a separate supported action and a clear instruction.
What happens if the email mentions several proposals?
Ask Notis to report the ambiguity and request a specific proposal reference rather than choosing one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Bidsketch. A trigger fires from one place; an action lands in another.
Agent mail triggers
Bidsketch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Client
Tool to delete a client and all their proposals. use when you want to permanently remove a client and its associated proposals from your account.
New Email Received
Trigger for new emails in an AgentMail inbox
Delete Fee
Tool to delete a fee. use when a saved fee is no longer needed. use after confirming this fee isn't referenced in any live proposals.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
Delete Webhook
Tool to delete a webhook. use after obtaining the webhook id to remove it.
Connect any two apps with Notis in the middle.
Agent mail and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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