The Scenario
Phone screens wrapped up on Tuesday. Twenty-five candidates passed and need to move to the "Technical Interview" stage in Breezy HR. You've already tracked them in your Excel workbook — column A has candidate IDs, column B has position IDs, column C marks who passed.
Your tech recruiter who built the last bulk-update macro went on parental leave two weeks ago. The workbook with the macro lives on her laptop.
The bad version:
- Open Breezy HR, search for the first candidate ID, find the right position, open the candidate record, click the stage dropdown, select "Technical Interview," save.
- Repeat 24 more times. About three minutes per candidate if you don't get lost in the navigation.
- Somewhere around candidate 18, accidentally advance someone to "Offer" because the dropdown order isn't what you expected. Notice it only after you've clicked save.
You're a talent operations manager. The fact that this many candidates passed is a good sign — it means the pipeline is healthy. But moving them through stages one at a time means you're spending your Tuesday afternoon on a task that should have taken four minutes. The technical interviews start tomorrow morning.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your instructions from the worksheet and updates Breezy HR stages without you touching the ATS.
Read my Excel sheet of approved candidates and advance each one in Breezy HR to the stage in column B for the position ID in column C. Only process rows where column D says "Passed." Write the result into column E.
What You Get
- Every qualifying candidate advanced to the stage listed in column B of your worksheet.
- Column E updated with the result for each row: "advanced" on success, the error message if something didn't go through (e.g., invalid candidate ID, stage name not recognized).
- Breezy HR reflects the updates immediately — no refresh lag, no batch delay.
- A clean audit column in the workbook showing exactly what was changed and what wasn't.
What If the Data Is Not Quite Ready
The stage names in your workbook don't exactly match Breezy HR's labels
Before advancing anyone, check if each stage name in column B matches a valid stage in the Breezy HR position listed in column C. For any that don't match, write "stage not found" into column E and skip them. Advance the rest.
You need to advance across multiple positions, each with different stage names
The "Stage Advances" worksheet has candidate IDs in column A, current position ID in column B, and target stage in column C. Advance each candidate to their target stage in their respective position. Write results into column D.
Some candidate IDs might already be at the target stage
For each row in the "Phone Screen Results" worksheet where column D is "Passed," check the candidate's current Breezy HR stage. If they're already at the target stage in column B, write "already at stage" in column E and skip. Otherwise advance them and write "advanced" in column E.
Validate, deduplicate, advance, and log in one pass
Before processing, remove any duplicate candidate IDs from the "Phone Screen Results" worksheet — keep the first occurrence. Skip any row where column A or column C is blank. For remaining rows where column D is "Passed," advance the Breezy HR stage to the value in column B. Write results into column E and summary counts (advanced, skipped, errors) into cells G1:G3.
Running cleanup before the action means you're not chasing down ATS errors caused by data you didn't notice.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook where you track interview decisions, then ask it to advance the qualifying candidates in Breezy HR in one shot. You can also look at bulk submitting scorecards or exporting the full pipeline.