Prepare for client proposal reviews with current account context
Gather the account context and the client's proposal list before a review, without reopening every source manually.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Client Proposals
Lists proposals for a specific client.
Why this helps
Client review preparation often means switching between company pages and proposal records to piece together the latest context.
- Collect account page observations and client proposals together
- Prepare a concise review brief on a schedule
- Reduce context switching before client conversations
Setup
Build it in a few focused steps.
- 1Connect Airtop and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, or ask Notis from any channel.
- 3In one instruction, specify the account pages and Bidsketch client identifier, then summarize relevant Airtop findings alongside that client's proposals.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test against one client with a known proposal list and check report accuracy.
Questions about this workflow
Does it retrieve proposals for every client?
The selected action lists proposals for a specific client. Specify which client the scheduled review should cover.
Will it recommend a proposal strategy?
It can summarize the data and any decision criteria you provide. It should label missing history or context rather than infer it.
Can it start when a page changes?
Airtop has no listed trigger events. This package uses a recurring Notis schedule.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Bidsketch. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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