Go from a research brief to a proposal draft
Keep research, client needs, and the proposed work together in one reviewable draft.
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
Research briefs can lose their client context when findings are copied manually into a separate proposal workflow.
- Carry the supplied brief into a proposal draft.
- Keep client requirements connected to recommendations.
- Reduce manual copying and context switching.
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: use the supplied Ahrefs research brief and client requirements to draft a Bidsketch proposal with a clear scope and stated assumptions.
- 4Choose notis_webhook as the trigger and provide its endpoint to the system sending the brief.
- 5Choose where run reports go, then test with one real brief and client.
Questions about this workflow
Can I supply my own Ahrefs research summary?
Yes. A webhook can start the workflow with the brief and relevant client context, while connected Ahrefs data can be consulted when appropriate.
Will assumptions be clearly shown?
Ask the automation to state assumptions and mark missing details for review. Check the draft before sharing it.
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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