Carry Agiled project brief context into Bidsketch
Keep the proposal aligned with the current project brief without another manual context hunt.
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
The project brief and proposal can quietly diverge as new details appear in project records.
- Reduce repeated searching for the current project brief.
- Keep proposal details connected to available project context.
- Make uncertain proposal matches safe to review.
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 compare available Agiled project brief details with the clearly matching Bidsketch proposal and refresh only its supported proposal details.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real brief and review the resulting proposal.
Questions about this workflow
What kind of project details can it use?
Only details available through Agiled and the connected Bidsketch proposal. Missing history or baseline information must be supplied separately.
Does it replace all proposal content?
The selected action updates proposal details. Review the prompt and result to keep changes within the intended scope.
How often does it run?
It runs on the recurring schedule selected in Notis.
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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