Bidsketch AI agent for Slack and Teams

Put Wopie to work in Bidsketch.

Wopie builds Bidsketch proposals from your templates, adds clients and fees, and checks who opened them.

Hire for free

$100 in credits · No card needed

# new-business

Kendra in #new-business

@wopie add Oakline Dental as a client, contact is Dr. Rao

Wopie Quoted 45 credits before starting

Oakline Dental is added as a client with Dr. Rao as the contact. His email came from your message.

Used 39 credits·Created in Bidsketch

How Wopie works with Bidsketch.

Wopie is an AI agent that works in Bidsketch for you. You ask in Slack or Microsoft Teams. It adds a client, builds a proposal from a template, fills in the fees and sections and tells you which proposals have been opened. Deleting a client also deletes all their proposals, so Wopie waits for your OK.

1Ask in a channelWrite what you need in Slack or Microsoft Teams, the way you'd ask a teammate. No setup in Bidsketch.
2Wopie does the workIt tells you the credits first, then works in Bidsketch and your other tools, and posts the result in the thread.
3You stay in chargeAnything that reaches a customer, moves money or deletes data waits for your OK.

Works in: Slack and Microsoft Teams
Connects: With your Bidsketch API key
Category: Sales & CRM
What it can do: 38 Bidsketch actions: 18 look things up, 20 make changes
Price: $100 in free credits, then pay per job

Wopie uses Bidsketch with your other tools.

Ask for a result that needs more than one tool. Wopie pulls from Bidsketch, checks the rest and hands back one finished answer.

Everything Wopie can do in Bidsketch.

38 Bidsketch actions, in plain words. You never pick them yourself: ask for the result and Wopie chooses. 18 only look things up. The rest make changes, inside the access you give it.

Create clientChanges
Create a client. Use when adding a new client record to Bidsketch.
Create feeChanges
Create a fee. Use when you need to add a reusable fee to the account before adding it to a proposal.
Create proposalChanges
Create a new proposal. Use when you need to create a proposal for a client with a name, description, and other details.
Create proposal feeChanges
Create a proposal fee. Use after confirming the proposal exists to add a cost line item; require unit when feetype is custom.
Create proposal sectionChanges
Create a proposal section. Use after confirming a proposal exists to add a new opening or closing section.
Create sectionChanges
Create a section. Use when you need to add a new section to your account before including it in proposals.
Create webhookChanges
Delete clientChanges
Delete a client and all their proposals.
Delete feeChanges
Delete a fee. Use when a saved fee is no longer needed.
Delete proposalChanges
Delete a proposal and all its content.
Delete proposal feeChanges
Delete a proposal fee. Use when you need to remove a fee before finalizing or sending a proposal.
Delete proposal sectionChanges
Delete a proposal section. Use when you need to remove a section from a proposal after verifying its.

Safe in Bidsketch by default.

Only what you share
Wopie sees only what your Bidsketch connection allows, and never more than the person who asked.
Asks before it acts
Looking things up runs on its own. Anything that reaches a customer, moves money or deletes data waits for your OK.
Every step on record
Each change it makes in Bidsketch is logged, with who asked and who approved it.

How Wopie stays safe

From owners using it

What owners are saying.

“Wopie.ai has transformed how I run the agency. Enquiries, follow-ups and everyday admin are easier to stay on top of, freeing me to focus on our clients and growth. It's simple to use, and the entire operation now runs more smoothly.”
Harcourts · Real estate
“Wopie.ai has genuinely changed how I run Aster Stayz. It saves me hours on everyday tasks, giving me more time to care for our guests and grow the business. It's simple to use and has made the entire operation feel far more manageable.”
Aster Stayz · Short-term rentals