Turn new client requirements into proposal sections
When a client asks for something new, put it into the proposal structure before it disappears into the inbox.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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
Requirements arrive mid-thread and are easy to miss when the proposal is assembled later.
- Keep requirements visible
- Reduce missed deliverables
- Make proposal updates more systematic
Setup
Build it in a few focused steps.
- 1Connect Outlook and Bidsketch in Notis once.
- 2Create an automation named Client request to proposal section.
- 3Tell Notis to identify a clear new requirement, find the matching proposal, and add an opening or closing section with concise content.
- 4Pick Outlook New Outlook Message as the trigger.
- 5Choose a report destination and test with one requirement email.
Questions about this workflow
Will it add sections for casual ideas?
No. Require a clear client request or confirmed requirement in the instruction.
What if the proposal cannot be identified?
Notis should report the possible matches and avoid adding the section to the wrong proposal.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bidsketch.