Keep your Bidsketch templates visible
Start proposals from the right template with a quick recurring overview.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Templates
Tool to list all proposal templates saved for the account. use when you need to fetch available templates before creating a new proposal.
Why this helps
Teams waste time searching for templates or unknowingly use outdated starting points.
- Reduce template hunting
- Improve proposal consistency
- Make available starting points clear
Setup
Build it in a few focused steps.
- 1Connect Bidsketch in Notis once.
- 2Create an automation for a recurring template review.
- 3Tell Notis how to summarize the available templates and surface useful distinctions.
- 4Choose a recurring schedule and select where reports go.
- 5Test with one scheduled run.
Questions about this workflow
Does this create a proposal?
No. It retrieves and summarizes available templates.
Can the report recommend a template?
Yes, if your instruction provides the selection criteria.
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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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bidsketch.