Inspect one proposal section from an email
Open the section a message points to, with its proposal context close at hand.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Proposal Section
Tool to fetch a single proposal section. use when you need detailed information for a section after listing proposal sections.
Why this helps
A request about one section can mean searching through an entire proposal before you can respond.
- Fetch one section from a clearly identified proposal.
- Keep the returned section details in the request's run report.
- Reduce time spent searching a proposal for one content item.
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 fetch a proposal section only when the email clearly identifies the proposal and section, and summarize the returned detail.
- 4Pick New Email Received as the trigger and choose where run reports should go.
- 5Test with a real email referencing a known proposal section and review the output.
Questions about this workflow
Can it search for a section by its text?
The listed action fetches a single proposal section after its id is known. Ask Notis to use a reliable reference and report uncertainty.
Does it edit the section?
No. This workflow retrieves the section for review.
Can it list all sections instead?
Yes, a separate action lists all sections for a proposal, which is more suitable when the email does not point to one section.
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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