Review saved fees before planning proposal work
See the saved fee options when you plan upcoming work, without browsing the fee library by hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Fees
Lists all saved fees in the account.
Why this helps
Fee details can be easy to overlook when project planning and proposal pricing happen in different tools.
- Summarize available saved fees for planning.
- Review fee options before drafting proposal pricing.
- Reduce manual browsing across tools.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, or tell Notis the outcome in plain language from any channel.
- 3Ask Notis in one instruction to retrieve saved Bidsketch fees and summarize only the returned fee details for planning.
- 4Choose a recurring schedule as the trigger.
- 5Choose where run reports go, then test with one real run.
Questions about this workflow
Does this add fees to a proposal?
No. It reviews saved fees. Adding a fee to a proposal is a separate action.
Can it tell which fees are appropriate for a project?
It can apply criteria you provide and use available fee details, but it cannot know project requirements that are not supplied.
Will it delete unused fees?
No. This workflow only retrieves and summarizes fee information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Bidsketch. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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