Review saved proposal sections before drafting
Know which reusable sections are available before the next proposal draft begins.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Sections
Lists reusable proposal sections saved in the account.
Why this helps
Reusable proposal content can be overlooked when planning begins in a separate database.
- See available saved sections in one report.
- Use existing content as a starting point for proposal planning.
- Avoid searching the section library manually.
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 sections and summarize their names and returned descriptions for proposal 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 sections to proposals?
No. It reviews saved sections for planning.
Can it find sections relevant to a particular project?
Yes, if the project needs are supplied and the returned section details support a comparison.
Will it rewrite saved section content?
No. This workflow retrieves and summarizes the saved section library.
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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