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Review saved fees before scoping new work

Keep a clearer view of reusable fees when preparing proposals from newly researched opportunities.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Fees

Lists all saved fees in the account.

Why this helps

Scoping proposals from scratch can be slow when reusable pricing details are scattered or forgotten.

  • Gather saved fees in a single report
  • Compare available fee descriptions with supplied project context
  • Make proposal preparation more consistent

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 proposal preparation.
  • 4Choose where Notis should send run reports.
  • 5Test with the saved fee list and one real project research result.

Questions about this workflow

Does this workflow add fees to a proposal?

No. It retrieves the account's saved fees for review. Adding a fee to a proposal is a separate action and needs a specific proposal.

Can the workflow validate pricing?

It can compare listed fees with project details you provide. Pricing rules, rates, or budgets must be supplied because they are not described as available from AgentQL or this fee-list action.

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.

TriggerScheduled

Create Client

Creates a new client record.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Client

Permanently deletes a client and all their proposals.

ActionInstant

Create Proposal

Creates a proposal for a client.

ActionInstant

Delete Fee

Deletes a saved fee.

ActionInstant

Delete Proposal

Deletes a proposal and all its content.

ActionInstant

Delete Proposal Fee

Deletes a fee from a proposal.

ActionInstant

Delete Proposal Section

Deletes a section from a proposal.

ActionInstant

Delete Section

Permanently deletes a saved section.

ActionInstant

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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