Choose a relevant proposal template with less searching
See the templates already available in Bidsketch beside the research context for upcoming work, so drafting starts with a clearer choice.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Templates
Lists proposal templates saved in the account.
Why this helps
Starting from the wrong template creates avoidable rewriting when proposal work is already competing for attention.
- Retrieve saved templates in one scheduled report
- Consider templates alongside supplied research
- Reduce repeated searching before drafting
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 template 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 available Bidsketch templates and one set of AgentQL findings.
Questions about this workflow
Does this workflow create a proposal from a template?
No. The selected action lists saved templates. Proposal creation is a separate action and requires the relevant proposal details.
Can Notis choose the best template automatically?
Notis can summarize available templates and compare them with research details you provide, but template contents or suitability criteria must be available to the automation.
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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