Get a clear scheduled view of your Bidsketch proposal pipeline
Replace a manual status sweep with a concise scheduled summary of the proposals that may need attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposals
Lists all proposals in the account.
Why this helps
A growing proposal list makes it easy to lose track of what is still active or needs a next step.
- See proposal status information in a single run report.
- Surface items that may need follow-up based on returned data.
- Reduce time spent manually checking the proposal list.
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 proposals and summarize statuses or possible follow-ups.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Run it once and compare the summary with the proposals returned by Bidsketch.
Questions about this workflow
Which data can the summary use?
It can analyze the proposal data returned by Bidsketch, including available status details. It cannot infer private history or a baseline that the app does not return.
Can it decide what counts as stalled?
You can describe your criteria in the instruction. If the criteria depend on a date or history Bidsketch does not return, provide that information or use a criterion supported by returned data.
Does the automation update proposals?
No. It retrieves proposals and summarizes them; this workflow does not change proposal 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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