See a client's proposal work in context
Review the proposals tied to one client beside the web research that matters, in a single scheduled run report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Client Proposals
Lists proposals for a specific client.
Why this helps
Client work is easier to lose track of when proposal records and current research live in separate places.
- Gather one client's proposals for review
- Pair proposal context with supplied research
- Make recurring client check-ins easier to prepare
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Bidsketch once in the Notis portal.
- 2Create an automation in Notis and describe the client review outcome in one instruction.
- 3Choose notis_cron as the trigger and set the schedule for the check-in.
- 4Choose where Notis should send run reports.
- 5Test with an existing client id and relevant AgentQL findings.
Questions about this workflow
Can this find a client without a client id?
The Bidsketch action retrieves proposals for a specific client. Supply the client id in the instruction or request.
Will it send a follow-up to the client?
No. This workflow retrieves and summarizes proposal information. No email or follow-up sending action is listed for this package.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Bidsketch. A trigger fires from one place; an action lands in another.
Agentql triggers
Bidsketch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Client
Permanently deletes a client and all their proposals.
Create Proposal
Creates a proposal for a client.
Delete Fee
Deletes a saved fee.
Delete Proposal
Deletes a proposal and all its content.
Delete Proposal Fee
Deletes a fee from a proposal.
Delete Proposal Section
Deletes a section from a proposal.
Delete Section
Permanently deletes a saved section.
Connect any two apps with Notis in the middle.
Agentql and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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