The Scenario
You are an operations manager. Twenty new client projects are starting next month and your Excel workbook has all the information: project name, budget, assigned owner, and due date. Every project needs to exist in Fireberry before client kick-off calls begin on Monday.
The workbook is on OneDrive. The data is correct. The task is straightforward. It is still going to take you all of Friday afternoon if you do it by hand.
The bad version of Friday afternoon:
- You log into Fireberry and navigate to the projects module
- You create the first project: type the name, enter the budget, search for the owner, set the due date, save
- Project two: you paste the wrong budget — it's from project one
- You notice on project seven
- You go back and fix project two
- You finish project fifteen at 5:55 PM
- You leave five projects for Monday morning, fifty minutes before kick-off calls begin
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that creates the Fireberry projects row by row and logs each GUID back to the workbook so you know every project was created.
Open the SheetXAI sidebar and type:
Create a Fireberry project for each row in this workbook — use project name from column A, budget from column B, due date from column C, and assigned owner from column D. Write the returned project GUID into column E for each row.
SheetXAI creates all 20 projects with the correct fields and writes each GUID into column E. You finish Friday with 20 GUIDs confirmed and zero projects left for Monday.
What You Get
A project tracker workbook where the work is confirmed:
- 20 Fireberry projects created — one per row, with budget, due date, and assigned owner
- Column E filled — the Fireberry project GUID for each row
- No manual data entry — every field came from the workbook
The GUIDs in column E are the handoff artifact. Share them with account managers so they can open each project in Fireberry directly before kick-off.
What If the Data Is Not Quite Ready
Project planning workbooks assembled before kick-off are rarely complete.
When some rows have no assigned owner yet
Three projects are still being staffed.
Create a Fireberry project for each row. For rows where column D is blank, assign the project to the default owner in cell B1 of my 'Settings' tab and add the note "Owner TBC" in the project description. Write GUIDs into column E.
When the budget column has inconsistent formatting
Some rows say "$50,000," some say "50000," some say "50K."
Before creating the Fireberry projects, normalize the budget values in column B to a consistent numeric format. Then create the projects and write GUIDs into column E.
When projects should be flagged by priority tier based on budget
Projects over $100K should be tagged as strategic in Fireberry.
Create a Fireberry project for each row. If the budget in column B is $100,000 or more, set the project priority to 'High' and add the tag 'Strategic'. Otherwise set priority to 'Standard'. Write GUIDs into column E.
When you want the full pre-flight plus creation and a confirmation summary
Scan this workbook before creating projects. For rows where budget is blank or zero, write "Missing budget" into column F and skip creation. For rows where due date is blank, use the first of next month and note it in column F. For all valid rows, create the Fireberry project with name, budget, due date, and assigned owner. Write GUIDs into column E. After all rows, write a count at the top of the workbook: projects created, rows skipped, and rows with defaulted due dates.
The pattern: edge cases are handled in the same prompt as the creation. Describe the rules once and SheetXAI applies them across all 20 rows.
Try It
Get the 7-day free trial of SheetXAI and point it at your next project list in Excel, then ask it to push all 20 rows into Fireberry before kick-off Monday. The Fireberry integration is included in every plan. For related workflows, see how to import contacts from an Excel workbook into Fireberry or the Fireberry in Excel overview.