Keep an important saved section's details close
For a key reusable section, get its current details in a recurring report without searching the Bidsketch library.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Section
Retrieves details about a specific section.
Why this helps
Frequently reused proposal content can be hard to check when it is buried in a saved library.
- Retrieve a designated section's current details on a schedule.
- Make important reusable content easier to review.
- Use a confirmed section ID and report missing or unavailable records.
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 a saved section detail check.
- 3Tell Notis to retrieve the saved section with the confirmed ID you provide in the prompt and summarize the returned details.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one saved section ID and verify its details against Bidsketch.
Questions about this workflow
Does this detect edits since the last run?
Not on its own. A change comparison needs a stored prior version or baseline.
Where do I provide the section ID?
Include the confirmed ID in the automation instruction. If it changes, update the instruction before the next run.
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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