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ClickMeeting · Excel Guide

Create Multiple ClickMeeting Conferences From a Excel workbook Schedule

2026-05-14
5 min read

The Scenario

It's the third Monday of the month and you're staring at the same planning file you've been adding to for six weeks.

You're an L&D coordinator at a 500-person company running a monthly training series — 20 sessions planned for the quarter, each with a room name, start datetime, room type, and a pre-written lobby message sitting in columns A through D of an Excel planning workbook. The sessions are approved, the facilitators are confirmed, and someone senior has already sent the schedule company-wide.

What doesn't exist yet: any of the actual ClickMeeting rooms.

The bad version:

  • Log into ClickMeeting, click "New Conference," fill in the room name, set the datetime, choose the room type from the dropdown, paste the lobby message into the text editor — repeat this 19 more times
  • Lose your place halfway through and accidentally create two rooms for the same session with different start times
  • Come back two days later and find one of the room URLs already got shared to participants before you caught the typo in session 14's name

This is 20 sessions. Next quarter there will be 24.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent that lives inside your Excel workbook. It reads your training schedule, connects to ClickMeeting, and creates every conference in one pass — writing the room URLs and conference IDs back into the workbook as confirmation.

Create a ClickMeeting conference for each row in this workbook using the name in column A, start date-time in column B, room type in column C — write the returned room URL into column D and conference ID into column E.

What You Get

  • One ClickMeeting conference created per row, with settings pulled directly from the planning workbook
  • Column D fills with the live room URL for each session
  • Column E fills with the conference ID for downstream use (registration, reporting, reminders)
  • Rows where column E already has a value are skipped automatically on re-runs

What If the Data Is Not Quite Ready

The datetimes are inconsistent across rows

Some rows have datetimes formatted as "04/15/2026 10:00 AM," others have ISO format, and a few are plain text like "April 15 at 10am."

Create ClickMeeting conferences for each row in this workbook — normalize all values in column B to ISO 8601 before creating, using UTC-5 as the default timezone — write room URL into column D and conference ID into column E.

Some rows are missing a lobby message

The lobby message field is required in your ClickMeeting account settings, but a few rows in column D are empty.

Create conferences for all rows where column E is blank — for rows where column D is empty, use 'Please wait for the host to begin your session.' as the lobby message — write the room URL and conference ID into columns D and E.

The schedule is split across two worksheets — core sessions and supplemental sessions

Mandatory training is in the "Core" worksheet, optional sessions are in the "Optional" worksheet, and you want all of them created in one run.

Create ClickMeeting conferences for all rows in the 'Core' worksheet and 'Optional' worksheet — write room URL and conference ID back into columns D and E on each respective worksheet — skip rows where column E already has a value.

Full schedule review, deduplicate overlapping times, and create in one shot

The planning workbook was assembled by three department heads and two sessions were accidentally scheduled for the same datetime and room type.

Check all rows in this workbook for duplicate combinations of column B (datetime) and column C (room type) — flag any duplicates with 'DUPLICATE' in column F — then create ClickMeeting conferences for all non-duplicate rows and write the room URL into column D and conference ID into column E.

The dedup and the creation happen together — you don't have to pre-clean the workbook before creating rooms.

Try It

Get the 7-day free trial of SheetXAI and open your training schedule workbook — then ask SheetXAI to spin up every ClickMeeting room and write the URLs back. See also the hub overview and the attendee registration spoke.

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