Find reusable proposal sections for researched projects
Bring your saved section library back into view and connect it to the project details you have already researched.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Sections
Lists reusable proposal sections saved in the account.
Why this helps
Reusable proposal content saves time only when you can find the right section before rewriting it from memory.
- Gather saved sections into a reviewable list
- Reduce unnecessary rewriting
- Match reusable content to supplied project context
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 section review outcome in one instruction.
- 3Choose notis_cron as the trigger and set the schedule for proposal preparation.
- 4Choose where Notis should send run reports.
- 5Test with your saved sections and one real set of project findings.
Questions about this workflow
Does this add sections to a proposal?
No. It lists saved sections for review. Adding a section requires a proposal id and a separate action.
Can it identify the section content?
The saved sections are retrieved by the selected action. Provide relevant project findings and criteria so Notis can summarize potential matches.
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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