Review Bidsketch proposals from Coda planning docs
Turn a new planning document into a focused proposal review.
Trigger
New Coda Document Trigger
Triggers when a new Coda document is created.
Action
Get Proposals
Tool to retrieve all proposals for the account. use when you need an overview of existing proposals.
Why this helps
Proposal follow-up is easy to miss when planning context and proposal status live in separate apps.
- Surfaces follow-up work
- Reduces context switching
- Creates a repeatable review ritual
Setup
Build it in a few focused steps.
- 1Connect Coda and Bidsketch in Notis once.
- 2Create an automation that retrieves proposals and summarizes the decisions needed.
- 3Pick the New Coda Document trigger.
- 4Choose where run reports should go.
- 5Test with one planning document.
Questions about this workflow
Does this change proposals?
No. It retrieves proposals and reports the review findings.
Can the review focus on a subset?
Yes. Describe the criteria in the instruction, using information available in Bidsketch or the new document.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Bidsketch. A trigger fires from one place; an action lands in another.
Coda triggers
Bidsketch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Client
Tool to delete a client and all their proposals. use when you want to permanently remove a client and its associated proposals from your account.
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
Delete Fee
Tool to delete a fee. use when a saved fee is no longer needed. use after confirming this fee isn't referenced in any live proposals.
New Coda Document Trigger
Triggers when a new Coda document is created.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
Delete Webhook
Tool to delete a webhook. use after obtaining the webhook id to remove it.
Connect any two apps with Notis in the middle.
Coda and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Bidsketch.