Inspect a saved Bidsketch section from email
Check the details of a reusable section before deciding whether it fits the work at hand.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Section
Tool to fetch a section by id. use when you need detailed section information after confirming its id.
Why this helps
A saved section can be difficult to verify when its details are outside the email thread where it was mentioned.
- Retrieve one saved section using its identifier.
- Review reusable content before deciding what to do with it.
- Report unclear references instead of fetching an arbitrary section.
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 a saved section only when the email supplies a reliable section reference, then summarize its returned details.
- 4Pick New Email Received as the trigger and choose where run reports should go.
- 5Test with a real email that references a known saved section and review the run report.
Questions about this workflow
Is this a section already in a proposal?
No. Get Section fetches a saved section from the account. A section attached to a proposal has a separate lookup action.
Will it add this content to a proposal?
No. The workflow retrieves saved content for review.
Can it choose a section from a vague description?
Ask Notis to report ambiguity and request a specific reference if the email does not identify the saved section reliably.
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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