Review Bidsketch proposal status in one weekly snapshot
Get a dated Drive summary of proposal statuses, ready for a quick weekly review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a File from Text
Creates a new file in google drive from provided text content (up to 10mb), supporting various formats including automatic conversion to google workspace types.
Why this helps
Checking each proposal separately makes it easy to overlook a stalled decision or miss a useful follow-up.
- Collect available proposal statuses in one review document.
- Make stalled or awaiting decisions easier to spot.
- Keep dated snapshots for reference across weekly reviews.
Setup
Build it in a few focused steps.
- 1Connect Bidsketch and Google Drive once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to retrieve available Bidsketch proposal statuses and write a dated summary to Google Drive, noting that any missing status data should be called out.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real status check and review the summary in Drive.
Questions about this workflow
What starts this workflow?
A recurring Notis schedule starts it. The schedule tells Notis when to request the available proposal status information from Bidsketch.
Will it identify overdue proposals?
It can summarize status information Bidsketch returns. To assess overdue items, provide a due date or a rule for what counts as overdue.
Where does the snapshot go?
The workflow creates a Google Drive document from the status summary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bidsketch to Google Drive. A trigger fires from one place; an action lands in another.
Bidsketch triggers
Google Drive actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add file sharing preference
Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Copy file
Duplicates an existing file in google drive, identified by its `file id`.
Create Comment
Tool to create a comment on a file. use when you need to add a new comment to a specific file in google drive.
Create Shared Drive
Tool to create a new shared drive. use when you need to programmatically create a new shared drive for collaboration or storage.
Create File or Folder
Creates a new file or folder with metadata. use to create empty files or folders, or files with content by providing it in the request body (though this action primarily focuses on metadata creation).
Create a File from Text
Creates a new file in google drive from provided text content (up to 10mb), supporting various formats including automatic conversion to google workspace types.
Create a folder
Creates a new folder in google drive, optionally within a parent folder specified by its id or name; if a parent name is provided but not found, the action will fail.
Create Reply
Tool to create a reply to a comment in google drive. use when you need to respond to an existing comment on a file.
Connect any two apps with Notis in the middle.
Bidsketch and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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