Use competitor research to shape a client proposal
Bring useful market observations into a client-focused draft without letting competitor claims substitute for the brief.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Proposal
Creates a proposal for a client.
Why this helps
Competitor research can be interesting but hard to turn into a clear, client-specific proposal.
- Translate market observations into proposal context
- Keep the client brief at the center of the draft
- Separate verified facts from assumptions
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, identify the client brief and relevant Airtop competitor findings, draft a proposal that addresses the client's needs, and flag any unsupported or missing details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one competitor scan and review whether the draft stays specific to the client.
Questions about this workflow
Will it copy competitor claims into the proposal?
Tell Notis to treat competitor observations as research context and include only verified, relevant details that support the client's brief.
Does this create the proposal directly in Bidsketch?
Yes, it uses the Create Proposal action to make a draft. Review its contents before sharing.
Can Notis decide the right price from competitor pricing?
Pricing rules must be supplied by you. If they are missing or not supported, ask Notis to flag pricing for review.
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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