Review the Bidsketch fee library weekly
Keep reusable pricing building blocks ready for the next proposal.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Fees
Tool to list all the fees for the account. use when you need to fetch every saved fee.
Why this helps
Old or unclear fees slow proposal creation and create uncertainty around reusable pricing.
- Improve fee discoverability
- Spot stale pricing
- Reduce proposal setup time
Setup
Build it in a few focused steps.
- 1Connect Bidsketch in Notis once.
- 2Create an automation named Weekly fee library review.
- 3Tell Notis to list saved fees and flag entries that appear outdated, incomplete, or duplicative based on criteria you provide.
- 4Choose a recurring schedule trigger and select where run reports go.
- 5Test with one immediate run.
Questions about this workflow
Will it delete fees automatically?
No. It reports candidates so you can decide what to change.
Can I supply review criteria?
Yes. Include naming, pricing, or recency rules in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Bidsketch. A trigger fires from one place; an action lands in another.
Timelinesai 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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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.
Timelinesai and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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