Make proposal follow-up easier to remember
A recurring review can put client proposals back on your radar. Notis checks Airtable context and fetches proposals for clients it can identify confidently.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Client Proposals
Tool to list proposals for a specific client. use after confirming the client id exists.
Why this helps
Busy founders can lose track of which client proposals need a follow-up when status and client context are spread across tools.
- Create a predictable review point for proposal follow-up.
- Bring Airtable client context and Bidsketch proposal details together.
- Surface missing identifiers or timing context rather than guessing.
Setup
Build it in a few focused steps.
- 1Connect Airtable and Bidsketch once in Notis.
- 2Create an automation in the portal or by telling Notis the desired review outcome.
- 3Ask Notis to review the relevant Airtable client records, fetch proposals for identifiable clients, and summarize follow-ups using any timing rules you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real client record and confirm the summary is useful.
Questions about this workflow
Can Notis determine what counts as overdue?
Provide the follow-up timing rule in your instruction or Airtable data. Without a due date, status history, or supplied rule, Notis should not infer that a proposal is overdue.
What if Airtable records do not include Bidsketch client IDs?
Notis can use available details to look for a confident match, but should flag uncertain matches for review instead of assuming.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Bidsketch. A trigger fires from one place; an action lands in another.
Airtable triggers
Bidsketch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Client
Tool to delete a client and all their proposals. use when you want to permanently remove a client and its associated proposals from your account.
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Delete Fee
Tool to delete a fee. use when a saved fee is no longer needed. use after confirming this fee isn't referenced in any live proposals.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
View Created
Triggers when a new view is created in an Airtable base.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
View Deleted
Triggers when a previously known Airtable view is deleted.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
Delete Webhook
Tool to delete a webhook. use after obtaining the webhook id to remove it.
Connect any two apps with Notis in the middle.
Airtable and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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