Spot Bidsketch proposals that may need a follow-up
Get a practical shortlist from your proposal data and spend your attention on deciding what to do next.
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
It is easy to miss a promising proposal when follow-up depends on remembering to check statuses.
- Turn available proposal details into an actionable shortlist.
- Apply your own follow-up criteria in plain language.
- Keep follow-up decisions visible in the run report.
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 specify which returned proposal details qualify as follow-up candidates.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Review one run against current proposals and refine your criteria if needed.
Questions about this workflow
Can it know when a proposal was last contacted?
Only if Bidsketch returns that history or you supply it. The workflow cannot infer missing contact history.
Does it contact clients?
No. It creates a report of candidates for you to review.
Can I use a custom definition of follow-up?
Yes. State the criteria in the instruction and ensure the needed details are returned or supplied.
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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