Find proposal follow-ups while reviewing prospect pages
Bring prospect research and proposal status into one scheduled review so potential next steps are easier to see.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposals
Lists all proposals in the account.
Why this helps
Prospect updates and proposal records live in separate places, making it easy to miss an account that needs attention.
- Review browser research and proposal records together
- Surface possible follow-up candidates in a run report
- Reduce repeated manual checks across separate tools
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 which prospect pages Airtop should review and ask Notis to retrieve Bidsketch proposals and report accounts that appear to need attention, noting that status must be verified.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real prospect and proposal example, then confirm the report is useful.
Questions about this workflow
Does this workflow update proposal status?
No. It retrieves proposals for review and reports possible next steps. The listed Bidsketch action does not update a status based on Airtop research.
What prospect pages will Airtop review?
Specify the pages or research scope in the automation instruction. Airtop has no trigger event listed, and the schedule starts this workflow.
Can the automation know if a prospect needs follow-up?
Notis can summarize the returned page and proposal data, but any missing history or follow-up rule must be supplied in the instruction.
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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