Check proposal sections from an AnyDB content request
See which sections are present before you finish a proposal content review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Proposal Sections
Lists all sections in a proposal.
Why this helps
Checking proposal structure can involve opening the proposal and scanning each section while trying to keep the review task in mind.
- Retrieve the sections for an identified proposal.
- Check structure against criteria provided in the request.
- Keep content review connected to the originating task.
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 sections for the identified proposal and compare them with any completeness criteria included in the request.
- 4Choose a webhook trigger and configure AnyDB to send the proposal identifier and review criteria.
- 5Choose where run reports go, then test with one real proposal.
Questions about this workflow
Will Notis know which sections are required?
Only if you include the requirements in the request or automation instruction.
Does this modify proposal content?
No. It retrieves sections and reports on them.
Does it include proposal fees?
No. Use the proposal fee action or full content action when fee details are needed.
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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