Prepare renewal proposals from account review notes
Carry the account review into a renewal proposal draft without starting from an empty page.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Proposal
Creates a proposal for a client.
Why this helps
Renewals can be delayed when account context must be reassembled before drafting.
- Turn review notes into a proposal starting point.
- Keep renewal context close to the proposal draft.
- Reduce repetitive setup for renewal work.
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 draft a renewal proposal from the supplied account review.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Send one real renewal brief and review the created proposal in Bidsketch.
Questions about this workflow
What should the renewal brief contain?
Include the client identity, renewal scope, relevant account review notes, and any terms that should appear in the draft.
Can it compare with prior proposal outcomes?
Only if that history is supplied or returned by the connected app. The workflow cannot infer unavailable history.
Does it send the renewal proposal?
No. It creates a proposal draft for review.
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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