Process parsed project requests into proposals on a schedule
Batch available structured requests into proposal drafts at a time that fits your workflow.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Proposal
Creates a proposal for a client.
Why this helps
Switching into proposal work for every individual request can interrupt focused work and make small tasks easy to lose.
- Group proposal drafting into a predictable routine.
- Create drafts from details available in the supplied parsed records.
- Receive a report when records lack the information needed to proceed.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Bidsketch once in Notis.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to create a Bidsketch proposal for each eligible parsed project request available to the automation, using only supplied details and reporting missing information.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real parsed request.
Questions about this workflow
Where does the scheduled automation get its parsed requests?
The schedule starts the automation. Ensure the parsed request data is available to Notis for the run; this workflow does not assume an unlisted Airparser trigger or retrieval action.
Can it send proposals on the schedule?
No. The selected action creates proposals; sending is not among the listed actions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Bidsketch. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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