Keep reusable proposal language aligned with brand guidance
Ask Notis to find the current guidance in Agility CMS and update the matching saved proposal section in Bidsketch.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Section
Updates an existing saved section.
Why this helps
Outdated wording in reusable proposal sections can survive long after brand guidance changes.
- Keep reusable proposal language aligned with current guidance.
- Reduce manual copy review across saved sections.
- Use run reports to review the change.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis where current brand guidance lives and how to find the saved Bidsketch section to update.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real guidance update and review the saved section.
Questions about this workflow
Will it update all saved sections?
Name the relevant section or describe how Notis should identify it in the prompt.
Does it approve the revised wording?
No. Review the updated saved section before using it in client proposals.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Bidsketch. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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