Make monthly SEO opportunity reviews lead to action
Turn a regular research check into a clear proposal only when there is meaningful work to do.
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
Monthly research often produces more notes and reminders without a clear way to decide whether a new client engagement is warranted.
- Create a repeatable monthly decision point.
- Draft only for distinct, supported client opportunities.
- Reduce the burden of remembering to turn research into action.
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 available Ahrefs opportunities for the identified client and draft a Bidsketch proposal only when there is a distinct, supported next phase.
- 4Choose notis_cron as the trigger and set a monthly schedule.
- 5Choose where run reports go, then test with one client and available research.
Questions about this workflow
Does the workflow know what changed since last month?
Only when previous results or a baseline are available. Provide that history if Ahrefs does not return it.
Will it create duplicate proposals?
The instruction can ask Notis to check returned proposal information before creating a draft. Review the run report and existing proposals as part of your process.
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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