The Scenario
You are an agency project manager. Fifteen new clients signed contracts this week. Each one needs a Coda project doc, copied from the agency's master template, renamed to the client name, and placed in the right workspace folder.
The master template has the full structure: discovery phase, delivery milestones, client contact log, invoice tracker. Your client list is in an Excel workbook, one row per client.
The slow version:
- You open Coda, find the template, click copy
- You rename the copy to the first client's name and drag it to the right folder
- You go back to Excel, read the next client, repeat
- By copy nine you accidentally drag a doc into the wrong folder
- You email three clients the wrong project doc URL before catching the error at 4 PM.
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 client name and creates a Coda doc copy per row, placed and named correctly without you touching the Coda UI.
Open the SheetXAI sidebar and type:
For each client name in column A of this workbook, copy the Coda template doc whose ID is in cell B1 and rename the copy to the client name. Place each copy in the Coda folder whose ID is in cell C1. Write the URL of each new doc into column D.
SheetXAI copies the template fifteen times, renames each copy, places it in the right folder, and writes each doc URL back into column D.
What You Get
Fifteen Coda doc copies, each one:
- Named after the client — no manual renaming, no naming errors
- Placed in the right folder — no dragging docs around in Coda
- URL in column D — direct link written back to the workbook for sharing or CRM entry
The template content is preserved in every copy. Discovery phase, milestones, contact log, invoice tracker — all intact, waiting for client-specific data.
If the template changes next quarter, you update the Coda template once. The next time you run the same prompt, it copies the updated version.
What If the Data Is Not Quite Ready
Client lists have gaps. SheetXAI handles them in the same prompt.
When client names have special characters that break Coda doc names
Ampersands, slashes, and quotation marks in client names cause naming errors.
For each client name in column A, copy the template doc (ID in cell B1). Before naming each copy, strip any characters that are not letters, numbers, spaces, or hyphens from the client name. Place each copy in the folder in cell C1 and write the URL into column D.
When different clients go into different folders based on region
North America clients go into one folder, EMEA into another. The region is in column B.
For each row, copy the Coda template doc (ID in cell A1). Name the copy after the client in column A. If the region in column B is 'North America', place it in the folder in cell D1. If 'EMEA', place it in the folder in cell D2. Write the URL into column C.
When only clients with a signed contract should get a doc
Column C has a "Contract Signed" flag. Some rows are still pending.
For each row where column C says 'Yes', copy the Coda template doc (ID in cell B1) and name it after the client in column A. Skip rows where column C is blank or 'Pending'. Write the URL into column D for created docs and 'SKIPPED' for skipped rows.
When you also need the doc URL entered into the CRM
After creating the Coda docs, each URL needs to go into the HubSpot contact record for that client.
For each client name in column A, copy the Coda template doc (ID in cell B1), rename it, and place it in the folder in cell C1. Write the URL into column D. Then update the HubSpot contact record for each client (look up by company name) and set the 'Coda Project Doc' field to the URL.
The pattern: the copy, the rename, the placement, and the CRM update happen in one prompt.
Try It
Get the 7-day free trial of SheetXAI and open any workbook with a client or project list, then ask it to create Coda doc copies per row. The Coda integration is included in every SheetXAI plan. For related workflows, see how to bulk-create Coda pages from a workbook or the Coda in Excel overview.