Turn scope checks into proposal drafts
Start from the findings you already gathered and get a proposal draft ready for a focused review.
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
Small scope details are easy to lose when moving from site research into proposal writing.
- Preserve scope findings in the proposal draft
- Identify missing details before they become assumptions
- Spend less time reconstructing a research session
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, use the incoming Airtop scope findings to draft a proposal for the specified client and service, and list unresolved scope or pricing details for review.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test using one real scope check and verify the proposal draft and unresolved-items report.
Questions about this workflow
Will it set a price based on the website?
Only provide pricing rules or values in the instruction. Otherwise, tell Notis to mark pricing as unresolved rather than infer a quote.
Is this different from a general research-to-proposal workflow?
This workflow focuses on translating service and delivery scope checks into a proposal while surfacing scope gaps.
Is the proposal sent automatically?
No. The selected action creates a proposal. Review the draft in Bidsketch before sending it.
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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