Review proposal sections from an email request
See the proposal's section structure while the review request is fresh.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Proposal Sections
Tool to get all sections for a proposal. use when you need to list opening or closing sections by proposal id.
Why this helps
Checking how a proposal is organized takes extra searching when an email asks about its opening or closing content.
- List sections for a specific proposal from its email reference.
- Review proposal structure without manually navigating records.
- Keep uncertain proposal references visible for follow-up.
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 sections only for a clearly identified proposal and summarize the returned opening and closing sections in the run report.
- 4Pick New Email Received as the trigger and choose where run reports should go.
- 5Test with a real email about a known proposal and review the section summary.
Questions about this workflow
Which sections does this look up?
The listed action gets all sections for a proposal, including opening or closing sections.
Can it edit a section?
No. This workflow lists sections for review. Editing needs the separate Update Proposal Section action and a clear request.
What if the message refers to a client but not a proposal?
Ask Notis to report that a specific proposal reference is needed before running the lookup.
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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