See which reusable Bidsketch sections are available
Put your saved section options in a regular report, so you can spend proposal prep time on the client instead of searching.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Sections
Lists reusable proposal sections saved in the account.
Why this helps
Reusable proposal copy is less useful when you lose time figuring out what is already saved in Bidsketch.
- Surface the saved sections available to your account.
- Reduce searching before proposal creation.
- Avoid claiming a section is appropriate without project context.
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 review.
- 3Tell Notis to retrieve saved Bidsketch sections and summarize their returned names and content where available.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test the report against the saved sections in Bidsketch.
Questions about this workflow
Does this add sections to a proposal?
No. It lists saved sections for reference. Adding a section to a proposal is a separate action.
Can it choose sections for a new prospect?
That requires project context and a clear selection instruction. The workflow only reports saved section information.
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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