Turn relevant campaign content into proposal starting points
Use useful campaign messaging as a starting point for proposals when a matching opportunity is ready.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Proposal
Creates a proposal for a client.
Why this helps
Relevant campaign positioning can be difficult to recall and adapt when proposal writing begins.
- Reuse relevant campaign messaging as proposal context.
- Start with a focused draft rather than a blank page.
- Keep review and approval with the proposal owner.
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.
- 3Describe which campaign content and opportunities to consider, then ask Notis to draft a matching Bidsketch proposal.
- 4Pick the Notis schedule trigger and choose where run reports should go.
- 5Test with one real campaign and opportunity, then check the draft for accuracy.
Questions about this workflow
Will every campaign create a proposal?
Describe the qualifying campaign content and opportunity criteria in the prompt.
Does this send campaign copy to clients?
No. It creates a proposal draft in Bidsketch for review.
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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