The Scenario
It's Thursday afternoon and you've just closed the qualification calls. Fifteen leads, all logged in the Prospects sheet — 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.
The cognitive overhead of managing the browser tab state — which row are you on, did you already create this client, was that proposal ID for row 8 or row 9 — is the kind of work that nobody lists in a job description but that eats an afternoon anyway.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It reads the Prospects sheet, 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 sheet.
For each row in the Prospects sheet, create a Bidsketch client using columns A (name) and B (email), then create a proposal with the project type from column C and budget from column D — write the returned proposal ID into column E
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 sheet.
- The Bidsketch proposal ID written into column E 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 column E 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 the Prospects sheet, strip any dollar signs or commas from column D before creating the Bidsketch proposal, use column A for client name, column B for email, column C for project type, and write the proposal ID into column E
Some rows are missing an email address
For each row in the Prospects sheet where column B is not empty, create a Bidsketch client and proposal using columns A through D and write the proposal ID into column E — for rows where column B is blank, write "skipped — no email" in column E instead
The client list is split across two tabs — Prospects and Referrals
Combine all rows from the Prospects tab and the Referrals tab, create one Bidsketch client and proposal per row using name, email, project type, and budget, and write the proposal ID back into column E of the source tab each row came from
Clean up duplicates, standardize the project type labels, and then create the proposals
In the Prospects sheet, find any rows where column B (email) appears more than once and keep only the first occurrence. Then normalize column C 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 ID into column E.
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 Google Sheet 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 sheet, see the guide on exporting your Bidsketch pipeline, or browse the full Bidsketch integration overview.