Review your saved Bidsketch fees in one report
See the fee options available in Bidsketch before you start preparing new proposals.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Fees
Lists all saved fees in the account.
Why this helps
Finding the right saved fee can slow proposal preparation and lead to inconsistent choices.
- Summarize saved fees for faster reference.
- Make proposal preparation more consistent.
- Reduce manual browsing of fee records.
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 instruct Notis to retrieve and summarize the saved fee catalog.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Run once and verify the returned fees against the Bidsketch catalog.
Questions about this workflow
Will this add fees to proposals?
No. It retrieves saved fees only.
Can it recommend a fee?
It can recommend from the returned fee details based on criteria you supply, but it cannot use missing pricing rules or context.
Can it delete outdated fees?
No. This workflow is read-only and does not delete fee 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
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