Use service page details to start proposal drafts
Turn existing service descriptions into proposal starting points when the content fits an active opportunity.
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
Service descriptions are available, but adapting them for each opportunity can slow proposal preparation.
- Reuse relevant service details in proposal drafts.
- Reduce repeated writing from source material.
- Keep drafts available for review in Bidsketch.
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 service pages and opportunities to match, then ask Notis to create a tailored Bidsketch proposal draft.
- 4Pick the Notis schedule trigger and choose where run reports should go.
- 5Test with one service page and opportunity, then review the resulting draft.
Questions about this workflow
Can the draft be tailored to an opportunity?
Yes. Describe which opportunity details to use, provided they are available in Agility CMS or supplied in the prompt.
Does this create duplicate proposals on every run?
Describe how Notis should determine whether a draft already exists before creating one, using available data.
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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