Match available proposal templates to upcoming work
Review likely starting points for the proposals already on your planning list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Templates
Lists proposal templates saved in the account.
Why this helps
Upcoming proposal work can get delayed when nobody has checked which reusable template is a good starting point.
- Review available templates against supplied upcoming work.
- Surface likely starting points for proposal drafting.
- Make template selection part of a regular planning review.
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 available templates and compare them with upcoming project briefs made available to the run, flagging when the context is missing.
- 4Choose a recurring schedule as the trigger.
- 5Choose where run reports go, then test with one real project brief.
Questions about this workflow
Will it find upcoming projects in AnyDB automatically?
Only if those records are available to the scheduled run. The workflow should not assume access that has not been configured.
Does it create proposals from the matching templates?
No. It reports likely starting points for planning.
Can it choose a template if details are sparse?
It should report that the available context is insufficient rather than inventing a match.
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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