Find saved Bidsketch sections from an email request
Know which reusable sections are already saved before drafting proposal content.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Sections
Tool to list all sections. use when you need to retrieve saved sections for your account.
Why this helps
Reusable proposal copy is easy to overlook when you have to search for it separately from the request.
- Retrieve saved sections on explicit request.
- Reduce duplicate drafting when reusable content may exist.
- Keep the returned section list alongside the email context.
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 saved sections only when the email explicitly asks about reusable proposal content and summarize the returned list.
- 4Pick New Email Received as the trigger and choose where run reports should go.
- 5Test with one real request about saved proposal content and review the report.
Questions about this workflow
Does this add a section to a proposal?
No. Get Sections lists saved sections for the account; adding sections is a separate action.
Does it look at sections in one specific proposal?
No. This action retrieves saved account sections. Use the proposal sections lookup for sections tied to a particular proposal.
Can it draft new copy based on a saved section?
The workflow can report what the lookup returns. It does not create or edit proposal content.
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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