Get weekly proposal stats with workforce context
Start the week with one clear view of proposal volume and staffing context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal Stats
Tool to get proposal statistics. use when you need the total count of proposals for the account.
Why this helps
Proposal counts alone do not explain whether the team can deliver upcoming work.
- Combine volume and capacity context
- Reduce reporting work
- Make weekly planning faster
Setup
Build it in a few focused steps.
- 1Connect Workday and Bidsketch once in Notis.
- 2Create a weekly reporting automation.
- 3Tell Notis to retrieve proposal statistics and summarize relevant Workday context.
- 4Pick a recurring Notis schedule.
- 5Choose where reports go and test one scheduled run.
Questions about this workflow
Can the report include only open proposals?
Yes. State the proposal status or scope in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Workday to Bidsketch. A trigger fires from one place; an action lands in another.
Workday 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.
Absence Balance Changed
Triggers when a worker's absence balance changes. This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful changes.
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.
Balance Details Changed
Triggers when details of a specific balance change (quantity, accruals, adjustments, etc.). This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful field changes.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Interview Feedback Submitted or Updated
Triggers when interview feedback is submitted or updated for a specific interview. This trigger monitors a specific interview and fires when new feedback entries are detected or existing feedback is modified.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Job Posting Changed
Triggers when a specific job posting's details change (title, status, posting dates, location, etc.). This trigger monitors a single job posting and fires when any of its fields are modified.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Job Posting Questionnaire Changed
Triggers when a job posting's candidate questionnaire is added or changed. This trigger monitors a specific job posting's questionnaires and detects any changes including additions, removals, or modifications to questionnaires and questions. Uses snapshot-based diffing to detect meaningful changes.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
New Absence Balance
Triggers when a new absence balance record becomes available for a worker. This trigger monitors a specific worker's absence balances and detects when new balance records appear (e.g., a new plan/bucket becomes available). Uses snapshot-based diffing to compare balance record IDs between polls.
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.
Workday and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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