Review project content on a schedule and draft proposals
Let a scheduled Notis run find project content that is ready for a proposal and prepare the first draft in Bidsketch.
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
Project details can be ready for a proposal while no one remembers to start one.
- Surface proposal-ready projects in a regular review.
- Reduce the need to remember each proposal handoff.
- Keep drafts in Bidsketch for a human review.
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 Agility CMS content signals a project is ready and ask Notis to draft a Bidsketch proposal for each match.
- 4Pick the Notis schedule trigger and choose where run reports should go.
- 5Test with one real project entry and review the resulting proposal draft.
Questions about this workflow
Can Notis know which entries are proposal-ready?
Describe the criteria in the automation prompt, using information present in Agility CMS. Any criteria not represented there must be supplied by you.
Does the schedule send proposals?
No. This workflow creates drafts 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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