Find the right saved section for your next proposal
Review the available section library in one concise report before assembling a proposal.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Sections
Lists reusable proposal sections saved in the account.
Why this helps
Saved proposal content can become difficult to find when the library grows.
- See saved sections in one report.
- Use returned details to find relevant starting content.
- Reduce time spent browsing the section library.
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 saved sections.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Run once and confirm the inventory matches the saved sections in Bidsketch.
Questions about this workflow
Does it create or change sections?
No. It retrieves the saved section list and summarizes it.
Can it identify sections for a proposal?
It can suggest relevant sections based on returned details and criteria in your instruction. It cannot rely on content that is not returned.
Can I run it for one specific section?
This workflow lists the saved sections. For a specific section lookup, the separate Get Section action is available.
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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