Review proposal content before the final client handoff
Get a content-level proposal snapshot so you can catch missing pieces before the proposal moves forward.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal Content
Retrieves a proposal with all its sections and fees.
Why this helps
A proposal can look complete in a list while still needing a careful content review.
- Review proposal sections and fees in one summary.
- Prepare a focused preflight checklist from returned content.
- Reduce missed details before the next proposal step.
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 the identified proposal with its content and summarize it for preflight.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Run once on a real proposal and check the summary against its Bidsketch content.
Questions about this workflow
What does the full content include?
The listed Get Proposal Content action retrieves a proposal with its sections and fees.
Can it correct issues automatically?
No. This workflow retrieves and summarizes content for review.
How should I identify the proposal?
Provide the proposal identifier in the automation instruction or request context.
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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