Prepare for client check-ins with a proposal snapshot
Walk into a client conversation with the proposal details in a short, focused report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal
Retrieves details about a specific proposal.
Why this helps
Preparing for a check-in often means reopening the proposal and reconstructing the current context.
- Bring current proposal details into a concise report.
- Reduce context switching before client conversations.
- Make preparation more repeatable.
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 identified proposal.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Run once for a real proposal and confirm the summary matches Bidsketch.
Questions about this workflow
How does it know which proposal to retrieve?
Provide a proposal identifier in the automation instruction or request context.
Can it include all sections and fees?
This workflow uses Get Proposal, which returns proposal details. For full content, use the separately listed Get Proposal Content action.
Can I change the schedule for each client?
Set the recurring schedule supported by Notis and specify which proposal the run should retrieve.
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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