Review proposal statuses during your planning routine
Bring proposals that may need attention into the same review where you plan upcoming work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposals
Lists all proposals in the account.
Why this helps
Proposal follow-up can slip when status checks are separate from the routine where work is planned.
- Review proposal statuses on a consistent schedule.
- Surface possible follow-up items when returned data supports it.
- Keep proposal review connected to planning work.
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 proposals and flag possible follow-up items only when returned status or date details and criteria support the flag.
- 4Choose a recurring schedule as the trigger.
- 5Choose where run reports go, then test with one real proposal.
Questions about this workflow
Does it send follow-ups to clients?
No. It reports possible follow-up items. The listed Bidsketch actions do not include sending follow-ups.
What counts as stale?
Specify the rule in the instruction and provide any needed baseline. If dates are unavailable, Notis should not guess.
Will it update AnyDB?
No. This workflow retrieves proposal information and reports review findings.
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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