Save approved proposal copy as a reusable section
Once proposal language is approved, add it to the reusable Bidsketch library so it is easier to find during future work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Section
Creates a reusable section in the account.
Why this helps
Approved copy can remain trapped in a conversation or document instead of being available in the proposal workflow.
- Move approved copy into the reusable section library.
- Reduce repeat entry for future proposals.
- Keep section content tied to an explicit source and approval.
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 reusable section setup.
- 3Tell Notis to create a Bidsketch section only from the approved name and content you provide.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one approved section and confirm the saved content in Bidsketch.
Questions about this workflow
Can it write final proposal language from an AimTell campaign?
This workflow saves supplied approved content as a reusable section. Include the exact content to store.
Does it add the section to a live proposal?
No. It creates a saved section in the account. Adding it to a proposal uses a separate action.
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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