The Scenario
It's Thursday afternoon and you've just closed the qualification calls. Fifteen leads, all logged in the Prospects worksheet — columns for client name, email, project type, and budget. The next step is getting a Bidsketch proposal in front of each one by end of day Friday.
The bad version:
- Open Bidsketch, click "New Client," type in the name and email from row 2, save. Click "New Proposal," enter the project type and budget from row 2, assign it to the client, save. Note the proposal ID somewhere. Now do row 3.
- Midway through, you copy-paste an email wrong and Bidsketch creates a duplicate client. You notice three rows later and have to go back and clean it up.
- You finish, but two hours are gone and you still have to write the actual proposal content.
Fifteen rows of manual data entry from a workbook you've already built is the kind of task that should take a minute, not an afternoon. The data exists — what's missing is the bridge.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the Prospects worksheet, understands the column structure, and through its built-in Bidsketch integration it creates every client and proposal in a single operation — then writes the results back into the workbook.
Read all rows in my Excel table and create one Bidsketch proposal per row using the client name, email, and fee amount, then write the proposal URL into a new column
What You Get
- A Bidsketch client record created for each row's name and email.
- A proposal attached to that client, with the project type and budget populated from the workbook.
- The Bidsketch proposal URL written into a new column for every row — so you have a direct reference to each record without opening the UI.
- Any row where creation fails surfaces an error note in that column instead of silently skipping.
What If the Data Is Not Quite Ready
The budget column has inconsistent formatting — some cells say "$5,000", others say "5000"
For each row in my Prospects worksheet, strip any dollar signs or commas from the budget column before creating the Bidsketch proposal, use the client name, email, and project type columns, and write the proposal URL into a new column
Some rows are missing an email address
For each row in my Prospects worksheet where the email column is not empty, create a Bidsketch client and proposal and write the proposal URL into a new column — for rows where the email is blank, write "skipped — no email" in that column instead
The client list is split across two worksheets — Prospects and Referrals
Combine all rows from the Prospects worksheet and the Referrals worksheet, create one Bidsketch client and proposal per row using name, email, project type, and budget, and write the proposal URL back into the new column of the source worksheet each row came from
Clean up duplicates, standardize the project type labels, and then create the proposals
In the Prospects worksheet, find any rows where the email column appears more than once and keep only the first occurrence. Then normalize the project type column so that "web design," "Web Design," and "web-design" all become "Web Design." Then create a Bidsketch client and proposal for each remaining row and write the proposal URL into a new column.
The pattern across all of these: describe the cleanup and the action together in one prompt, and SheetXAI handles both before touching Bidsketch.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with a prospect list, then ask it to generate Bidsketch proposals for every row. If you also want to pull existing proposals back into the workbook, see the guide on exporting your Bidsketch pipeline, or browse the full Bidsketch integration overview.