Track Bidsketch proposal volume automatically
Know how much proposal work is in the system before it becomes a surprise.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal Stats
Tool to get proposal statistics. use when you need the total count of proposals for the account.
Why this helps
Proposal volume is easy to overlook until the backlog feels urgent.
- Make workload visible
- Spot volume changes sooner
- Support better planning
Setup
Build it in a few focused steps.
- 1Connect Bidsketch in Notis once.
- 2Create an automation for recurring proposal statistics.
- 3Tell Notis how to explain the returned count and flag meaningful changes for you.
- 4Choose a recurring schedule and select a report channel.
- 5Test with one scheduled run.
Questions about this workflow
What does this action return?
It retrieves proposal statistics, including the total proposal count available from Bidsketch.
Can Notis compare runs?
Only if a baseline or history is supplied or retained for comparison in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Bidsketch. A trigger fires from one place; an action lands in another.
Google Slides 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.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
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.
Google Slides and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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