Give quarterly competitor reviews a clear client outcome
Make strategic research easier to turn into a thoughtful plan for the next quarter.
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
Quarterly research can become a report that informs nobody when its findings are not translated into a specific client plan.
- Connect periodic research to a concrete client plan.
- Draft only when the research supports a meaningful change.
- Keep strategic recommendations ready for review.
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 returned Ahrefs competitor research against supplied client goals and draft a Bidsketch strategy proposal only when a meaningful plan change is supported.
- 4Choose notis_cron as the trigger and set a quarterly schedule.
- 5Choose where run reports go, then test with one client and available competitor research.
Questions about this workflow
Can the workflow compare this quarter with the last one?
It can compare them if both periods' data is available. Supply or retain the previous baseline when Ahrefs does not return it.
Will it always create a new proposal each quarter?
No. The instruction can require a meaningful, evidence-backed change before drafting a proposal.
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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