Keep your Bidsketch client directory in view
Ask Notis for a scheduled snapshot of your client records so you can scan the directory without opening every entry.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Clients
Lists all clients in the account.
Why this helps
Client records are easy to forget when they are scattered across a growing directory.
- Review client records from a concise report.
- Use natural language to focus the report on available client details.
- Reduce repetitive manual directory checks.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe the client directory summary you want.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Run once and check the summary against the client records returned by Bidsketch.
Questions about this workflow
What can the digest include?
It can summarize details returned by the Bidsketch client list. Information not provided by the app must be supplied separately.
Can it update client records?
No. This workflow retrieves and summarizes client records only.
Can I narrow the summary?
Yes. Describe the focus in the automation instruction, such as a review of selected client details, using only information available in the returned records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Bidsketch. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bidsketch.