Check how a proposal opens and closes before the next conversation
Review the framing sections together when you need to prepare for a client discussion or check whether the proposal tells a coherent story.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Proposal Sections
Lists all sections in a proposal.
Why this helps
Finding the right parts of a proposal for a quick review can interrupt preparation and delay the next conversation.
- Retrieve opening and closing sections for one proposal.
- Focus review on the proposal framing.
- Use a confirmed proposal ID and the returned section content.
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 framing review.
- 3Tell Notis to retrieve the opening and closing sections for the proposal ID in the request and summarize the returned content.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real proposal ID and confirm the sections against Bidsketch.
Questions about this workflow
Does this retrieve every section?
This action retrieves opening and closing sections. A separate action lists all proposal sections.
Can it rewrite the sections?
No. This workflow retrieves and summarizes them; editing requires a separate action and explicit instructions.
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
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