Save repeatable research as a reusable proposal section
Capture research you use often as a saved section, so future proposal drafts start with a useful foundation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Section
Creates a reusable section in the account.
Why this helps
Useful research gets rewritten for each proposal even when the same verified explanation could be reused.
- Save reusable content based on verified research
- Reduce repeated drafting across proposals
- Keep source-dependent claims clear for later review
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 research topic and create a saved Bidsketch section from stable, verified findings, marking details that need client-specific review.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one research topic and review the saved section before reusing it.
Questions about this workflow
Is this a proposal section or a saved section?
It creates a saved section in the Bidsketch account using the Create Section action, for later use in proposals.
Should time-sensitive details be included?
Only include them if the section will be reviewed and refreshed. Ask Notis to flag details that may change.
Does it add the section to a proposal automatically?
No. This workflow creates reusable account content and does not attach it to a 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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