The Scenario
You are a project coordinator at a consultancy. Twenty-five new client engagements just kicked off. Each one is listed in an Excel workbook: client name in column A, project description in column B, start date in column C.
Every new engagement needs its own Coda page inside the company's "Client Projects" doc. The page structure is consistent: client name as the title, description and start date in the body, followed by a kickoff notes section header.
The slow version:
- You open Coda, create a new page, type the client name as the title
- You type the description and start date into the body
- You add the kickoff notes header
- You go back to Excel, read the next row, switch back to Coda, repeat
- By page ten you paste the wrong description into the wrong page
- You finish at 6:30 PM, discover client 23 has client 24's description, and redo two pages before closing your laptop.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads each row and creates a Coda page per client without you opening the Coda UI once.
Open the SheetXAI sidebar and type:
For each row in this workbook, create a new Coda page in my 'Client Projects' doc with the client name from column A as the page title and the description from column B and start date from column C filled into the page body. Add a 'Kickoff Notes' section header below the description. Write the page URL into column D.
SheetXAI reads all 25 rows, creates 25 pages in Coda with the right title and body structure, and writes each page URL back into column D.
What You Get
Twenty-five Coda pages, each one:
- Named after the client — column A value as the page title, no typos
- Structured body — description and start date at the top, kickoff notes section below
- URL in column D — direct link written back to the workbook for sharing
No copy-paste errors. No skipped sections. Pages are created in row order, with exactly the structure you described.
If the standard structure changes next month — say, an "Assigned Partner" section gets added — you update the prompt once and all future runs pick up the new shape.
What If the Data Is Not Quite Ready
Client sheets are never perfect on day one. SheetXAI handles the edge cases in the same prompt.
When some descriptions are missing
A handful of rows have a blank description column. You do not want a Coda page with an empty body.
For each row in this workbook, create a Coda page in my 'Client Projects' doc. If the description column is blank, skip that row and write 'SKIPPED — no description' into column D. For all other rows, include description, start date, and a 'Kickoff Notes' section.
When start dates are in inconsistent formats
Some rows say "May 1, 2026," others say "2026-05-01," others "1 May." The Coda page body should use a consistent format.
Before creating pages, normalize the start date column to the format 'Month D, YYYY' (e.g. 'May 1, 2026'). Then for each row, create a Coda page in my 'Client Projects' doc with client name as title, description and normalized start date in the body, and a 'Kickoff Notes' section. Write the page URL into column D.
When page names need a prefix for sorting
Your Coda doc uses a naming convention of "Client: [Name]" so pages sort alphabetically.
For each row, create a Coda page named 'Client: [client name from column A]' in my 'Client Projects' doc. Include description, start date, and kickoff notes section in the body. Write the page URL into column D.
When you also need each engagement logged in a Coda tracking table
Beyond creating the pages, each new engagement should appear as a row in a Coda "Active Projects" table.
For each row in this workbook, create a Coda page in my 'Client Projects' doc using client name, description, and start date. Write the page URL into column D. Then insert a row into my Coda 'Active Projects' table with client name from column A, start date from column C, and the page URL.
The pattern: the page creation and the data logging happen in one prompt. You do not create pages first and update the tracking table separately.
Try It
Get the 7-day free trial of SheetXAI and open any workbook with project or client data, then ask it to create Coda pages per row. The Coda integration is included in every SheetXAI plan. For related workflows, see how to copy a Coda template doc per row in Excel or the Coda in Excel overview.