The Scenario
A sales manager at a ten-person agency inherited this problem: nobody knows exactly where the pipeline stands. Proposals exist in Bidsketch, but the status across all eighty of them lives only in the Bidsketch UI, not anywhere a manager can sort, filter, or share with the leadership team. Every Monday someone spends an hour clicking through proposals and updating a separate spreadsheet by hand.
That spreadsheet is always a few days out of date by the time anyone reads it.
The bad version:
- Open Bidsketch, navigate to the proposals list, click the first entry, note the client, value, and status in the sheet. Click back. Find the next one.
- Bidsketch paginates at 25 results. After the first page you have to click "Next" and start over, keeping track of where you left off.
- After an hour you have 80 rows in the sheet, but you've already forgotten whether row 23 was already updated or whether you accidentally skipped it.
A sheet that requires this much upkeep stops being a source of truth and becomes a project of its own.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It reads and writes to the sheet while communicating with Bidsketch through its built-in integration — pulling every proposal and writing the results where you need them, in one operation.
Fetch all proposals from Bidsketch and write client name, proposal name, total value, and status into columns A through D, then highlight rows where status is 'sent' in yellow
What You Get
- Every Bidsketch proposal written into the sheet — one row per proposal — with client name in column A, proposal name in column B, total value in column C, and status in column D.
- Rows where status is "sent" highlighted in yellow so stalled deals are visible immediately.
- The full list, not just the first page — SheetXAI handles pagination against the Bidsketch API automatically.
- If any proposal is missing a client name or value, those cells reflect what Bidsketch returned rather than silently filling in a blank.
What If the Data Is Not Quite Ready
You only want proposals created in the last 90 days
Fetch all Bidsketch proposals created in the last 90 days and write client name, proposal name, total value, status, and creation date into columns A through E, sorted by creation date descending
You want to flag deals that have been in "sent" status for more than 30 days
Pull all Bidsketch proposals into columns A through E (client name, proposal name, value, status, sent date). Then in column F, write "stalled" for any row where status is "sent" and the sent date is more than 30 days ago, and leave column F blank otherwise.
You want a grouped summary rather than a row-per-proposal view
Pull all Bidsketch proposals and create a summary table in the Summary sheet with one row per status — Draft, Sent, Won, Lost — showing proposal count and total value for each
Pull proposals, flag stalled deals, and email the summary to yourself in one shot
Fetch all Bidsketch proposals into columns A through E (client name, proposal name, value, status, sent date). Flag rows where status is "sent" and sent date is older than 30 days with "stalled" in column F. Then summarize the pipeline in column H: total proposals, total value, count by status, and number of stalled deals.
One prompt covers the pull, the logic, and the summary — no intermediate steps.
Try It
Get the 7-day free trial of SheetXAI and open the sheet where your team tracks deal pipeline, then ask it to fetch all proposals from Bidsketch and write them in. For the next step after you have the data, see the guide on building a win-rate report from Bidsketch, or browse the full Bidsketch integration overview.