Start each day with the proposals that need attention
Let a scheduled review connect recent email activity to the proposal work waiting for you.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposals
Tool to retrieve all proposals for the account. use when you need an overview of existing proposals.
Why this helps
Daily review becomes a memory exercise across inbox threads and proposal screens.
- Create a dependable review habit
- Surface neglected proposals
- Reduce working-memory load
Setup
Build it in a few focused steps.
- 1Connect Outlook and Bidsketch in Notis once.
- 2Create an automation named Daily proposal attention review.
- 3Tell Notis to review recent Outlook activity and retrieve the Bidsketch proposals that appear to need attention, clearly stating evidence and gaps.
- 4Pick a Notis recurring schedule as the trigger.
- 5Choose a report channel and test with one manual run using recent activity.
Questions about this workflow
What counts as needing attention?
Define signals such as recent client questions, unanswered threads, or changed meeting context. Notis should explain the evidence.
Can it update proposals too?
This workflow retrieves and summarizes proposals. Use a separate update workflow for confirmed changes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Bidsketch. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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