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Breeze · Excel Guide

Bulk Create Breeze Cards From a Excel workbook Backlog

2026-05-14
5 min read

The Scenario

Your planning session starts in forty minutes and the sprint backlog has been living in an Excel workbook for the past two weeks. Column A has the task name, column B has the due date, column C has the assignee email, and there are 53 rows. The Breeze board is empty. Someone on the team just asked whether the cards are in Breeze yet.

They are not.

The bad version:

  • Open Breeze, navigate to the project, click "Add card," type the task name from row 1, set the due date, find the assignee in the dropdown, save, and repeat.
  • By row 15 you're working from memory instead of reading the workbook, and the due dates start drifting by a day because you're converting manually.
  • At row 30 you realize the assignee for rows 28-33 was supposed to be the same person but you assigned row 29 to someone else. Now you need to go back and fix it.

The problem isn't that this is hard. The problem is that you're the project manager, and spending 45 minutes typing card names is not the job — the job is leading the session that starts in 40 minutes.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent inside your Excel workbook. It reads the workbook, understands the structure, and talks to Breeze directly. You don't leave the spreadsheet. You don't open Breeze until the cards are already there.

Read all tasks in my Excel sprint backlog sheet and create a card in Breeze project 'Website Relaunch' for each one — use column A as the card name, column B as the due date, and column C as the assignee email.

What You Get

  • 53 cards created in the 'Website Relaunch' project in Breeze, one per row.
  • Card names pulled from column A exactly as written.
  • Due dates set from column B — SheetXAI normalizes the format before sending.
  • Assignees matched from column C by email; any email that doesn't match a Breeze workspace member is surfaced in a summary row so you can fix the handful rather than hunting through 53 cards.

What If the Data Is Not Quite Ready

The due dates are in mixed formats (some MM/DD/YYYY, some "Apr 15")

Before creating the cards, normalize all due dates in column B to YYYY-MM-DD format, then create a Breeze card for each row in the sprint backlog sheet using column A as the card name, the normalized date as the due date, and column C as the assignee email in the 'Website Relaunch' project.

Some rows have no assignee yet

Create a Breeze card for every row in the sprint backlog sheet — column A is the card name, column B is the due date, column C is the assignee email. Skip the assignee field for any row where column C is blank; flag those rows in column D with "Unassigned."

The backlog spans two worksheets — 'Sprint 1' and 'Sprint 2'

Combine all rows from the 'Sprint 1' and 'Sprint 2' worksheets, then create a Breeze card for each using column A as the name, column B as the due date, and column C as the assignee email. Add all of them to 'Website Relaunch.'

The backlog needs filtering — only rows marked "Ready" in column D

Read rows from the sprint backlog sheet where column D says "Ready," then create a Breeze card for each — column A as the card name, column B as the due date, column C as the assignee. Skip any row where column D is blank or says "Not Ready." Then write a count of cards created to cell F1.

Doing the cleanup and the push in a single instruction cuts the back-and-forth in half.

Try It

Get the 7-day free trial of SheetXAI and open the backlog workbook you've been sitting on, then ask it to push every row into Breeze as a card. If you want to go further, check out how to export cards back into a workbook for reporting or the hub overview for Breeze and Excel.

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