Understand BidSketch Proposal Content with AI

Provide a proposal ID or client ID. AI can explain the available sections and fees or compare proposals for a client review.

What to Ask Leina to Do with BidSketch

Copy a prompt, add your details, and send it to Leina in your connected team chat.

Read proposal content and organize its sections and fees into a client-facing explanation.

Read BidSketch proposal [proposal ID] and its content. Summarize scope, fees, and open questions based on the grouped sections returned.

Read a client and its proposal list to prepare a comparison of available details.

Read BidSketch client [client ID], list its proposals, and read proposals [proposal IDs]. Compare their recorded details for this review: [review criteria].

Get Started with BidSketch

  1. Connect Your Account

    Connect with a BidSketch API token.

  2. Try a Task

    Tell Leina what you need in your team chat. Include the source, destination, and expected result.

    Set Up Leina in Your Chat →
  3. Check the Result

    Review the result and any changes in the connected app.

Supported BidSketch Capabilities

BidSketch proposal content groups sections and fees, while client records link related proposals. These records support scope explanations grounded in the saved proposal.

Read Clients and Proposal Lists

List clients and proposals or read the proposals associated with a client.

Read Proposal Details

Retrieve a proposal and its grouped sections and fees.

View All 6 Actions
  • List Clients
  • Get Client
  • List Proposals
  • List Client Proposals
  • Get Proposal
  • Get Proposal Content

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Frequently Asked Questions

Can AI explain proposal fees alongside the scope?

Yes. Request proposal content and ask it to use the sections and fees returned, marking any missing relationship.

Can I review all proposals for a client?

Yes. Provide the client ID to list its proposals, then choose which details to read.

Will this edit or send a proposal?

No. This connection exposes read operations for clients and proposals.

Your AI employee for BidSketch

Tell Leina what you need in your team chat. Include the source, destination, and expected result.