Offer a clear discovery phase when the path is uncertain
Help clients make a confident next decision when research points to questions that need answering first.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Proposal
Creates a proposal for a client.
Why this helps
When findings are incomplete, teams may rush into a broad implementation scope before understanding the underlying opportunity.
- Make further analysis a concrete proposed engagement.
- Keep unknowns visible before implementation is scoped.
- Give clients a manageable next decision.
Setup
Build it in a few focused steps.
- 1Connect Ahrefs and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the outcome in one instruction: review supplied Ahrefs findings and draft a Bidsketch discovery proposal when key questions prevent a reliable implementation scope.
- 4Choose notis_webhook as the trigger and provide its endpoint to the system sending the research and client identifier.
- 5Choose where run reports go, then test with one real case where further analysis is needed.
Questions about this workflow
When should the automation create a discovery draft?
Use it when supplied evidence leaves important scope questions unresolved. The instruction should name the type of missing context that requires discovery.
Will it decide that implementation is unnecessary?
It can recommend discovery based on the evidence available, but a person should review the recommendation and decide what to propose.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ahrefs to Bidsketch. A trigger fires from one place; an action lands in another.
Ahrefs 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.
Ahrefs and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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