Review proposal opening sections from an AnyDB brief
Check the context at the start of a proposal against the brief that prompted the work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Proposal Opening Sections
Returns the opening sections for a proposal.
Why this helps
The opening of a proposal may miss key context from the brief unless someone compares them directly.
- Retrieve opening sections for a specific proposal.
- Compare available opening content with a supplied brief.
- Catch missing context before proposal review moves forward.
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 opening sections for the proposal in the request and compare them with the supplied brief.
- 4Choose a webhook trigger and configure AnyDB to send the proposal identifier and brief context.
- 5Choose where run reports go, then test with one real proposal.
Questions about this workflow
Does this create an opening section?
No. It retrieves opening sections already associated with a proposal.
Can it compare against a brief not in the request?
Only if that brief is otherwise available to the run.
Will it update proposal content?
No. This workflow supports review and does not make changes.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bidsketch.