Automatically Create Bidsketch Proposals from New Google Sheets Rows
This workflow automates the creation of Bidsketch proposals whenever a new row is added to a specified Google Sheets spreadsheet. Streamline your proposal process and ensure no opportunity is missed.
This workflow is designed to enhance efficiency by automating the proposal creation process. It monitors a Google Sheets spreadsheet for new entries and uses the data to generate a proposal in Bidsketch. Key fields such as name, description, currency, and proposal date are mapped directly from the spreadsheet to the proposal, ensuring accuracy and saving time.
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How to import this workflow into Make
- 1Purchase or download the workflow to get the Make blueprint JSON file.
- 2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
- 3Reconnect each module to your own app connections when prompted.
- 4Run the scenario once to verify it, then set your schedule and turn it on.
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