Move project brief details into Bidsketch proposal sections
Put the agreed project context where clients will see it, without switching between the brief and proposal to rewrite it.
Trigger
File Created
Triggers when a new file is created in Google Drive.
Action
Create Proposal Section
Tool to create a proposal section. use after confirming a proposal exists to add a new opening or closing section.
Why this helps
Important scope details can stay buried in a Drive brief while a proposal is being prepared.
- Bring project scope into the proposal in context.
- Reduce copy and paste between documents.
- Flag briefs that do not identify a proposal clearly.
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 use a new project brief to add an opening section to the identified proposal, and flag missing proposal identifiers.
- 4Pick the Google Drive File Created trigger and choose where run reports go.
- 5Test with one real brief and confirm the section appears on the intended proposal.
Questions about this workflow
How does Notis know which proposal to update?
Include a reliable proposal identifier, such as a proposal name or client reference, in the brief or automation instruction. If it cannot identify the proposal, instruct Notis to report that instead of guessing.
Can this create the proposal too?
This workflow adds a section to an identified proposal. The proposal must already exist in Bidsketch.
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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