Keep proposal details current with Agiled brief revisions
A revised brief should not leave an older description behind in the proposal.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Proposal
Updates the details of a specific proposal.
Why this helps
Revised project briefs create a second update task that is easy to overlook.
- Review changed brief context without a manual cross-app search.
- Keep proposal details tied to the current available brief.
- Use conservative matching to reduce accidental updates.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to review the available Agiled brief information, find its clearly matching Bidsketch proposal, and update only proposal details supported by the current brief.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real revised brief and confirm the update.
Questions about this workflow
How does it know a brief was revised?
It can use revision information available in Agiled. If no revision history is exposed, provide the revised brief through the workflow input or have Notis compare current details cautiously.
Will it rewrite proposal sections?
No. This uses the Update Proposal action for proposal details.
Can I use it for every project?
You can prompt it to review available projects, but test carefully and require confident proposal matches before updates.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Bidsketch. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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