Turn playlist additions into proposal sections
Move useful examples and references into the proposal where they can help close the work.
Trigger
New Item in YouTube Playlist
Triggers when a new item is added to a YouTube playlist.
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
Curated content often stays in YouTube instead of strengthening the proposal itself.
- Reuse curated content quickly
- Keep proposals relevant
- Reduce content assembly time
Setup
Build it in a few focused steps.
- 1Connect YouTube and Bidsketch once in Notis.
- 2Create an automation asking Notis to create a proposal section only for relevant playlist items.
- 3Pick New Item in YouTube Playlist as the trigger.
- 4Choose a report destination and test with one active proposal.
Questions about this workflow
What information should the section contain?
Tell Notis whether to use a summary, a reference, or a client-specific explanation.
What if the proposal ID is missing?
Provide a matching rule or have Notis report that it needs the proposal identifier.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Youtube to Bidsketch. A trigger fires from one place; an action lands in another.
Youtube 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 YouTube Activity
Triggers when a new activity is detected on a YouTube channel.
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.
New Item in YouTube Playlist
Triggers when a new item is added to a YouTube playlist.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
New Playlist in YouTube Channel
Triggers when a new playlist is added to a YouTube channel.
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 YouTube Channel Subscription
Triggers when a new channel is subscribed.
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.
Youtube and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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