The Scenario
The scrum master runs a weekly check-in and this week the outcome is clear: 18 cards in the 'Website Relaunch' project missed their due dates. They need to move to 'On Hold' so the team stops picking them up by accident. The card IDs are in column A of the tracking workbook. The destination list is always the same: 'On Hold.'
This is the third time this month the team has needed to do a batch stage move.
The bad version:
- Open Breeze, search for the first card ID, find the card, drag it to 'On Hold,' go back to the workbook, read the second ID, return to Breeze, search again.
- Breeze's search surfaces multiple results when the card name is common, so you have to verify by ID before moving.
- After 25 minutes you've moved 11 cards. The remaining 7 will have to wait because the standup started.
This isn't a complex task. It's just tedious enough, and numerous enough, that doing it by hand every week is a quiet drain on the person responsible for it.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the card IDs from the workbook, connects to Breeze, and moves each card to the specified stage — no searching, no dragging, no tab-switching.
Read card IDs from my Excel sheet and move each one in Breeze to the stage ID specified in the adjacent column — or if column B is blank, move to 'On Hold' by default.
What You Get
- Each card ID in column A is resolved against the Breeze API.
- Cards are moved to the stage in column B, or to 'On Hold' when column B is blank.
- SheetXAI writes a status back to column C: "Moved" for successful updates, "Not Found" for IDs that didn't resolve, and "Already in Stage" for cards already in the target list.
- Cards in other projects are moved without you having to specify which project — the API resolves by card ID.
What If the Data Is Not Quite Ready
All cards should go to 'On Hold' and there's no stage column
For every card ID in column A of this workbook, move that Breeze card to the list called 'On Hold' in the same project. Write "Moved" or "Not Found" to column B.
Some card IDs in column A are duplicates that need to be deduplicated first
Before moving cards, remove any duplicate values from column A — keep only the first occurrence of each card ID. Then move each unique card to 'On Hold' in its Breeze project and write the result to column B.
The card IDs are in a different worksheet and need to be filtered first
Read card IDs from the 'Overdue Cards' worksheet, column A. Only include rows where column C says "Escalated." Move each matching card in Breeze to the 'On Hold' list and write "Moved" or "Not Found" back to column D of the 'Overdue Cards' worksheet.
Full kill chain: filter, validate, move, and report
Read card IDs from column A of the 'Overdue Cards' worksheet. Deduplicate. Skip any row where column B (assignee) is blank. Move each remaining card in Breeze to 'On Hold.' Write results to column C. Then in cell E1 write a summary: total attempted, total moved, total skipped (blank assignee), total not found.
Running the filter, the dedup, the move, and the summary in one instruction turns a recurring Monday task into a single prompt.
Try It
Get the 7-day free trial of SheetXAI and open the workbook where you track card IDs, then ask it to batch-move them to the right stage in Breeze. To see how to build that card list in the first place, check out exporting Breeze cards to a workbook or the Breeze and Excel hub.