Refresh the context around active proposals
Bring current client-site observations beside the proposal details before your next review or conversation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal
Retrieves details about a specific proposal.
Why this helps
Preparing for a proposal review means revisiting websites and proposal records separately, often under time pressure.
- Gather current page observations for proposal review
- Bring proposal details into the same report
- Make preparation more consistent and less manual
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, define the client pages and proposal identifiers to check, then ask Notis to summarize relevant page changes alongside retrieved proposal details.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real client page and proposal, then confirm the report uses the right records.
Questions about this workflow
Does the workflow detect all changes to a site?
It can summarize what Airtop returns from the pages you specify. Do not assume it has a complete page history unless you provide a baseline or prior capture.
Which proposal details can it fetch?
The Get Proposal action retrieves a proposal by id. Provide identifiers in the instruction or another available input.
Can it update the proposal based on page changes?
This workflow retrieves proposal details and reports context. It does not update the proposal.
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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