Connect Google Drive to Bidsketch
When something happens in Google Drive, Notis takes the next step in Bidsketch. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Google Drive to Bidsketch
Turn a Drive client intake into a Bidsketch client
When a new client intake file arrives in Drive, create a Bidsketch client from the details it contains.
Add a project brief to a Bidsketch proposal
Use a new project brief in Drive to add its agreed scope as an opening section to the relevant Bidsketch proposal.
Keep proposal scope aligned with revised Drive files
When a project scope document changes, update the matching Bidsketch proposal section with the revised content.
Update Bidsketch client details from a shared Drive file
When a Drive file is shared, use confirmed contact updates in it to revise the matching Bidsketch client record.
Turn Drive document comments into proposal revisions
When a new comment is added to a scope document, add the requested clarification to the matching Bidsketch proposal section.
Refresh saved Bidsketch service sections from Drive
When an approved service description file appears in Drive, update the matching reusable Bidsketch section.
Apply approved proposal details from a Drive decision note
Use a new approval note in Drive to update the identified Bidsketch proposal with confirmed details such as its title or status.
Update proposal fees when a Drive pricing schedule changes
When Drive changes are detected, use the identified pricing schedule to update the matching fee on an existing Bidsketch proposal.
Get a weekly Bidsketch proposal follow-up review
On a schedule, review Bidsketch proposals and use the results to prepare a concise follow-up review for your chosen report channel.
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Bidsketch. A trigger fires from one place; an action lands in another.
Google Drive 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.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
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.
File Created
Triggers when a new file is created in Google Drive.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
Delete Webhook
Tool to delete a webhook. use after obtaining the webhook id to remove it.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Google Drive and Bidsketch
Connect any two apps with Notis in the middle.
Google Drive and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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