Use published case studies to start relevant proposals
When a relevant opportunity is ready, let Notis use published case study content as context for a proposal 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
Useful proof points are easy to leave out when a proposal starts from a blank page.
- Bring relevant published examples into proposal drafts.
- Start from existing content instead of a blank page.
- Keep the final proposal under your 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 published case studies and opportunities to review, and ask Notis to create a relevant Bidsketch proposal draft.
- 4Pick the Notis schedule trigger and choose where run reports should go.
- 5Test with one real case study and opportunity, then review the draft for relevance.
Questions about this workflow
Does this send a case study to a prospect?
No. It uses content as context for an internal proposal draft in Bidsketch.
Can the automation decide relevance?
Describe the matching criteria in the prompt and ensure the necessary details exist in Agility CMS.
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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