Review one proposal section without reopening the whole document
Focus on the section that matters for a client conversation and let Notis bring its current content into the report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Proposal Section
Retrieves a specific section from a proposal.
Why this helps
Finding one passage inside a proposal can turn a quick preparation task into a longer account search.
- Retrieve one section using its confirmed ID.
- Keep a focused review separate from a full proposal read.
- Use the returned content rather than relying on memory.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for proposal section review.
- 3Tell Notis to retrieve the section identified in the request and summarize the returned content.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real proposal section ID and verify the content in Bidsketch.
Questions about this workflow
Can the workflow find the section ID from a proposal ID?
This action retrieves a section by ID. If you need to list proposal sections first, use the separate proposal sections action.
Will it edit the section?
No. It retrieves and summarizes the section content.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Bidsketch. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bidsketch.