Keep proposal work aligned with fresh web findings
Get a focused review of current proposals and the website details you want to check, without reopening every record yourself.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposals
Lists all proposals in the account.
Why this helps
Proposal reviews get delayed when you have to remember which client or project findings changed and where to look in the proposal list.
- Bring proposal inventory into a regular review
- Surface possible mismatches for human review
- Reduce time spent locating proposals
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 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 real proposal list and the AgentQL findings you want checked.
Questions about this workflow
Can this workflow know what has changed on a website?
Only if the automation receives current AgentQL findings. Bidsketch provides the proposal list, but no website-change history or baseline is specified here.
Does the workflow automatically change proposals?
No. This workflow retrieves proposals and reports possible items for review. Any update should be made deliberately after checking the findings.
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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