Keep proposal proof points current with published outcomes
Use published project outcomes to refresh the proof points in proposals where they are relevant.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Proposal Section
Updates the name or content of a proposal section.
Why this helps
Proposal evidence can become stale while newer, relevant project results are available in the CMS.
- Bring current published outcomes into relevant proposals.
- Reduce manual searching for supporting examples.
- Review changed sections before sharing proposals.
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 published outcomes to review, how to match relevant proposals and sections, and ask Notis to update the proof point section.
- 4Pick the Notis schedule trigger and choose where run reports should go.
- 5Test with one real outcome and inspect the changed proposal section.
Questions about this workflow
Will this add outcomes to every proposal?
Describe matching rules so Notis only updates relevant proposals.
Can it verify the source outcome?
Notis can use the content available in Agility CMS. Review any metrics or claims before sending the proposal.
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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