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Notis

Review an individual proposal fee with project context

Get the detail for one fee line item when a project review raises a question about cost or scope.

Trigger

Recurring schedule

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

Action

Get Fee

Retrieves details about a specific fee.

Why this helps

A fee's context can be hard to reconstruct when you review a proposal long after the original research and drafting.

  • Retrieve one fee item by id
  • Pair the detail with relevant project findings
  • Make focused cost reviews easier

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 detail review outcome in one instruction.
  • 3Choose notis_cron as the trigger and set the schedule for the review.
  • 4Choose where Notis should send run reports.
  • 5Test with one proposal fee id and relevant AgentQL findings.

Questions about this workflow

What identifiers should I provide?

Provide the proposal fee id. Supply relevant project findings as context for the review.

Does this workflow edit the fee?

No. It retrieves a fee item for review. Updating it requires a separate action and explicit instructions.

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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