Apply proposal decisions from Drive approval notes
Record a proposal decision once, then carry its confirmed details into Bidsketch.
Trigger
File Created
Triggers when a new file is created in Google Drive.
Action
Update Proposal
Tool to update a specific proposal's details. use after retrieving a proposal to apply changes.
Why this helps
Decisions documented in a separate note can be missed when someone later updates the proposal.
- Reduce repeat entry of approved decisions.
- Keep proposal details aligned with recorded decisions.
- Flag notes that do not identify the intended proposal.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to apply only explicit decisions in new approval notes to the identified proposal, and report unclear or conflicting instructions.
- 4Pick the Google Drive File Created trigger and choose where run reports go.
- 5Test with one real approval note and check the proposal details.
Questions about this workflow
What proposal details can this update?
Use the instruction for specific details supported by the Bidsketch proposal update action. Keep the source note explicit and identify the proposal clearly.
Will a discussion note count as approval?
Tell Notis to act only on explicit approval language and report uncertain or conflicting notes for review.
When this happens · Trigger
Do this · Action
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.
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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