Carry approved research updates into proposal details
When research changes your understanding of the work, pass the reviewed edits into the proposal details with less manual re-entry.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Proposal
Updates the details of a specific proposal.
Why this helps
Useful research can be acted on too late when proposal updates depend on remembering which details to revise.
- Move reviewed changes into proposal details
- Reduce retyping after research
- Keep a human decision at the center of the update
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 update outcome in one instruction.
- 3Choose notis_webhook as the trigger and start it after the findings and approved edits are ready.
- 4Choose where Notis should send run reports.
- 5Test with one proposal id and explicitly reviewed changes.
Questions about this workflow
Will Notis decide what proposal details to change?
No. Provide the approved changes explicitly. Research alone may not establish the client's intent or agreed scope.
What should I verify before using this?
Retrieve the proposal first, confirm its id, and review the proposed edits. The update action changes a specific proposal's details.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bidsketch.