Know which Bidsketch templates are available
Put a current template overview where you plan your work, so you can choose a starting point without a separate search.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Templates
Lists proposal templates saved in the account.
Why this helps
Proposal prep slows down when nobody remembers which templates are available or where to find them.
- Surface saved templates in a recurring report.
- Reduce time spent searching before proposal drafting.
- Summarize only templates returned by Bidsketch.
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 template review.
- 3Tell Notis to retrieve saved Bidsketch templates and summarize the available options without inventing template details.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test the summary against the templates currently saved in Bidsketch.
Questions about this workflow
Does this create a proposal from a template?
No. It lists available templates. Proposal creation is a separate action and requires the relevant client and project details.
Can it tell which template is best for a project?
Only if the project requirements and useful template details are available. The automation should call out missing context rather than assume a fit.
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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