Check whether proposal templates still fit your services
Bring current service information beside your saved templates for a focused maintenance review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Templates
Lists proposal templates saved in the account.
Why this helps
Saved templates can drift as services change, but remembering to review them is another task on a founder's list.
- Compare current service pages with saved templates
- Surface templates that may need human review
- Create a repeatable maintenance habit
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, specify service pages for Airtop to review and ask Notis to retrieve Bidsketch templates and report possible mismatches without changing templates.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one service page and the template list, then confirm the review flags are useful.
Questions about this workflow
Does this edit templates?
No. It retrieves templates and reports possible mismatches for a person to review.
Can it prove a template is outdated?
It can compare returned information with the criteria you provide. It should report possible discrepancies rather than claim a template is outdated without a baseline.
How often should it run?
Choose a schedule that matches how often your services or proposal language change.
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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