Choose Which Proposal to Follow Up First
Get a short, ordered list based on the priority rules you choose.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Why this helps
When several proposals need attention, deciding where to start can consume the time you meant to spend following up.
- Order follow-ups against your stated criteria.
- Keep the reason for each priority visible.
- Turn the review into a practical next action list.
Setup
Build it in a few focused steps.
- 1Connect Bidsketch and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis: review open proposals, prioritize them using the criteria I provide and available proposal details, and create a Gmail draft listing the next follow-up for each; flag missing inputs.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with several real proposals and adjust your priority criteria.
Questions about this workflow
Can it use revenue or likelihood to rank proposals?
Only if those details are available or you supply them. State the criteria and have Notis flag missing inputs.
Does the queue contact clients?
No. It creates a prioritized draft for your review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bidsketch to Gmail. A trigger fires from one place; an action lands in another.
Bidsketch triggers
Gmail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Modify email labels
Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Create label
Creates a new label with a unique name in the specified user's gmail account.
Delete Draft
Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.
Delete message
Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Fetch message by message ID
Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.
Fetch Message by Thread ID
Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.
Connect any two apps with Notis in the middle.
Bidsketch and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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