Keep proposal volume visible as you research opportunities
See your proposal count in a regular report alongside the opportunities you are evaluating.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal Stats
Returns the total number of proposals in the account.
Why this helps
When new opportunities pile up, a quick view of proposal activity can help you spot whether proposal work is keeping pace.
- Make proposal volume easier to check
- Pair account statistics with supplied opportunity context
- Support a more deliberate pipeline review
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 proposal volume report in one instruction.
- 3Choose notis_cron as the trigger and set the schedule for the pipeline review.
- 4Choose where Notis should send run reports.
- 5Test with current Bidsketch statistics and a representative opportunity summary.
Questions about this workflow
Does the count show which proposals are new or overdue?
No. The selected action returns proposal statistics. It does not provide a breakdown unless the returned data includes one.
Can it measure the conversion rate from researched opportunities?
Not from the listed statistics alone. You would need to provide opportunity counts and a reliable baseline or outcome data.
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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