Keep proposal costs in view during project reviews
Review the fee items already attached to a proposal alongside the project research that helps explain the work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal Fees
Lists all fees for a proposal.
Why this helps
Cost details can be easy to overlook when proposal review is spread across multiple records and research notes.
- Gather line items for a specified proposal
- Compare fee descriptions with supplied project context
- Make cost review 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 fee review outcome in one instruction.
- 3Choose notis_cron as the trigger and set the schedule for the proposal review.
- 4Choose where Notis should send run reports.
- 5Test with a proposal id and the project findings you want considered.
Questions about this workflow
What does this workflow need?
Provide the proposal id. The action retrieves fees for a specific proposal and supports pagination.
Does it decide whether the fees are correct?
It can compare fee details with rules and project information you provide. It cannot infer pricing rules or budgets that are not supplied.
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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