The Scenario
You are the finance ops manager at a company that hired fifteen new employees in a single onboarding cohort. It is Tuesday morning. Every new hire needs a Brex card before the all-hands on Friday.
Your People team sent you an Excel workbook on SharePoint: column A is Brex user ID, column B is the card nickname, column C is the monthly spend limit. Fifteen rows, each a person who needs a card.
The slow version:
- Open Brex admin, navigate to Cards, click Issue Card
- Search for user ID one by one
- Set the card nickname, set the spend limit, click Issue
- Repeat fifteen times
- Realize on hire twelve that you set the wrong limit for hire three
- Go back and fix hire three while the other twelve wait.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads every row in the workbook and issues every card in Brex without you opening the Brex admin once.
Open the SheetXAI sidebar and type:
Create a Brex card for every row in this workbook. Use the Brex user ID from column A, the card nickname from column B as the card title, and the value in column C as the monthly spend limit. Write "Issued" or the error message into column D for each row.
SheetXAI iterates through all fifteen rows, calls Brex's card issuance endpoint for each, and writes the result into column D. Fifteen rows, fifteen statuses, no Brex admin UI.
What You Get
Column D populated with a status for every row:
- "Issued" — card created in Brex
- Error message — if something went wrong
No tab-switching, no search-by-user, no misread rows. The values come from the workbook.
If two rows fail, fix those two rows and re-run. The others are already done.
What If the Data Is Not Quite Ready
New-hire card workbooks always arrive with at least one problem. SheetXAI handles the issues inline.
When some user IDs are missing
Three hires are not yet in Brex.
For each row, check whether the Brex user ID in column A exists in Brex. If it does, issue the card with the nickname from column B and limit from column C. If the user does not exist, write "User not found — invite first" into column D and skip that row.
When limits are in mixed formats
Some rows have "5000," some have "$5,000," some have "5k."
Before issuing cards, normalize the spend limit in column C across all rows to a plain integer. Remove dollar signs, commas, and "k" suffixes. Then issue a Brex card for each row using the normalized limit. Write the normalized amount and the result into columns D and E.
When different card types are needed
Most new hires get physical cards, but contractors should get virtual cards only.
For each row, read the Employment Type column in column D. If it says "Full-Time," issue a physical Brex card. If it says "Contractor," issue a virtual card. Use the user ID from column A, nickname from column B, and limit from column C. Write the card type and result into columns E and F.
When you need to issue cards and assign departments in one pass
Some new hires are not yet assigned to a department in Brex, which policy requires before card issuance.
For each row, first check whether the Brex user in column A has a department assigned. If not, assign the department from column E. Then issue a Brex card using the nickname from column B and the limit from column C. Write the full status of both operations into column F.
The pattern: describe the final state you need and SheetXAI handles the conditional logic row by row.
Try It
Get the 7-day free trial of SheetXAI and open the card issuance workbook your People team sends for the next cohort, then ask it to issue all the Brex cards in one go. The Brex integration is included in every SheetXAI plan. See also how to bulk-create departments and job titles before onboarding or the Brex in Excel overview.