Update proposal details from new presentation context
Keep proposal records aligned with the decisions captured in your deck.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Update Proposal
Tool to update a specific proposal's details. use after retrieving a proposal to apply changes.
Why this helps
Important proposal details get updated in slides but not in the proposal record.
- Capture decisions where they happen
- Reduce record drift
- Keep proposal data easier to trust
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Bidsketch in Notis once.
- 2Create an automation for proposal detail updates.
- 3Tell Notis which proposal to update and which details to extract from new slides.
- 4Pick New Slide Added as the trigger and choose where run reports go.
- 5Test with one real slide.
Questions about this workflow
What details can be updated?
Use your instruction to name the proposal details that appear on the slide.
Will it overwrite unrelated details?
Your instruction can tell Notis to change only fields supported by the slide.
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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