Keep your Bidsketch proposal templates easy to review
Get a simple inventory of available templates before the next round of proposal work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Templates
Lists proposal templates saved in the account.
Why this helps
When templates accumulate, it takes time to find the right starting point for a proposal.
- See the available templates in one report.
- Summarize template options using returned data.
- Reduce time spent searching for a starting point.
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 proposal templates.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Run once and verify the inventory against the templates in Bidsketch.
Questions about this workflow
Does this create or edit templates?
No. It retrieves the saved templates and summarizes them.
Can it recommend which template to use?
It can make a recommendation based on returned template details and criteria you provide. It cannot use missing template content or prior outcomes.
Can it run before each proposal?
This workflow runs on a recurring schedule. A webhook or other trigger can be configured separately if needed.
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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