The Scenario
A new client workspace is set up in DotSimple and you're the strategist responsible for getting it ready before the kickoff call next Tuesday. The planning workbook is done — 25 campaign tags, each with a name and an assigned hex color, mapped out during last week's brand alignment session. The only thing standing between you and a ready workspace is manually creating each tag in DotSimple one at a time.
The bad version:
- Open DotSimple's tag settings, click "New Tag," type the name, paste the hex code, save, and repeat 24 more times.
- Lose your place around tag 11 when a Slack notification pulls you away, come back, and spend three minutes figuring out where you left off.
- Finish 45 minutes later, then double-check the list against the workbook to make sure nothing got skipped or mistyped.
You were hired to run the content strategy, not to be a data-entry clerk for a tool's settings panel. There's a kickoff prep call in two hours and the workspace tags are the smallest item on the list.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, understands what's in it, and through its built-in DotSimple integration it can create workspace tags directly — no clicking through settings panels, no copy-pasting hex codes one at a time.
Read the "Content Tags" worksheet (columns: TagName in column A, HexColor in column B) and create each row as a new tag in my DotSimple workspace.
What You Get
- All 25 tags created in DotSimple in a single run.
- Each tag gets the name and hex color from the corresponding row in your workbook.
- SheetXAI writes a status column back to the worksheet — "Created" or an error message per row — so you know exactly which tags landed.
- No partial guessing: if a hex code is malformed, that row is flagged rather than silently skipped.
What If the Data Is Not Quite Ready
Some hex codes in the workbook are missing the # prefix
Read the "Content Tags" worksheet. Before creating each tag, normalize the HexColor column so every value starts with #. Then create each row as a new DotSimple tag.
The tag names have trailing spaces or inconsistent capitalization
Read the "Content Tags" worksheet, trim whitespace and apply title case to every value in the TagName column, then create each cleaned row as a new tag in my DotSimple workspace.
I also want to export existing tags first to check for duplicates
First, list all existing DotSimple workspace tags and write tag ID and name into column D and E of the "Content Tags" worksheet. Then check for any name in column A that already exists in column E. For new tags only, create them in DotSimple.
Full dedup + normalize + create + confirm in one shot
Read the "Content Tags" worksheet. Trim whitespace and normalize hex codes to include # where missing. Compare tag names against the existing DotSimple tag list and skip any duplicates. Create the remaining tags in DotSimple and write a result column — "Created," "Skipped (duplicate)," or error — back into column C.
The underlying pattern: the workbook is both the input and the audit log — you don't have to manually track what ran.
Try It
If you manage a DotSimple workspace setup and track your tag taxonomy in a workbook, Get the 7-day free trial of SheetXAI and ask it to create your tag list in one pass. Then check out how to audit your connected social accounts or return to the DotSimple integration overview.