Add relevant research to the start of a proposal
Give a proposal a useful, client-specific opening grounded in the pages you reviewed.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Proposal Section
Adds a new opening or closing section to a proposal.
Why this helps
Generic proposal openings take extra editing and can miss the client context already gathered during research.
- Turn research into a tailored proposal introduction
- Keep opening copy grounded in verified findings
- Reduce manual drafting and context switching
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 proposal and use verified Airtop findings to create an appropriate opening section, excluding unsupported claims.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one proposal and review the new opening section in context.
Questions about this workflow
Does this add an opening section to an existing proposal?
Yes. It uses the Create Proposal Section action, so identify the proposal and request an opening section.
Will it reuse all page content?
Instruct Notis to use only relevant, verified findings and leave out claims the source does not support.
Can it create a closing section instead?
This workflow is designed for an opening section. A closing section should be requested explicitly in a separate 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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bidsketch.