The Scenario
You are a team leader at a real estate brokerage. Your team just exhibited at a regional expo. 120 people signed up and gave consent to be contacted. Their Follow Up Boss person IDs are in an Excel workbook, the Contacts tab, column A. You want all 120 enrolled in the "New Buyer Lead Nurture" action plan before the end of the week.
It is Tuesday afternoon.
The bad version:
- You open Follow Up Boss, search for person ID 1001, click Action Plans, search for the plan, apply, confirm
- Repeat 120 times
- By person 30 you are clicking on autopilot
- By person 70 you accidentally apply the wrong plan to three contacts because the search returned two results
- Friday comes and 38 contacts still have no plan
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads the person IDs from column A of the Contacts tab and applies the action plan to each one, so you do not have to open a single contact record.
Open the SheetXAI sidebar and type:
Apply the Follow Up Boss action plan with ID from cell B1 to each person ID listed in column A of the Contacts tab. After applying, write "applied" into column B for each row where the plan was successfully added. Write "error" if the person ID is not found.
SheetXAI reads cell B1 for the plan ID, iterates through column A of the Contacts tab, applies the plan to each person, and writes the confirmation back. Done before the next meeting.
What You Get
120 contacts enrolled in the nurture sequence from one prompt:
- Action plan applied — to each person ID in column A
- Confirmation — "applied" or "error" written into column B row by row
- Error flagging — any person ID that does not exist in FUB is flagged, not silently skipped
The error flagging is what makes the bulk approach reliable. When you apply plans manually, a typo in a person ID is a silent failure. SheetXAI flags it so you can fix and rerun just the failed rows.
What If the Data Is Not Quite Ready
Expo contact workbooks often have emails instead of person IDs, mixed audience segments that need different plans, or contacts who already have sequences running. SheetXAI adapts.
When you have emails instead of person IDs
The workbook has email addresses in column A of the Contacts tab, not person IDs.
For each email in column A of the Contacts tab, look up the Follow Up Boss person record by email and retrieve the person ID. Write the person ID into column B. Then apply the action plan whose ID is in cell C1 to each retrieved person ID. Write the application status into column C.
When different expo sessions should get different plans
Morning session contacts get Plan A, afternoon session contacts get Plan B. Session is in column B.
For each row in the Contacts tab, apply the following action plan based on the session in column B: Morning → plan ID from cell D1, Afternoon → plan ID from cell D2. Apply to the person ID in column A and write the result into column C.
When some contacts already have a plan active
You do not want to double-enroll people who already have a nurture sequence running.
For each person ID in column A of the Contacts tab, check whether they already have an active action plan in Follow Up Boss. If they do, write "already enrolled" into column B. If they do not, apply the plan whose ID is in cell C1 and write "applied" into column B.
When you need to create the contacts and apply plans in the same pass
The expo list is raw sign-in data: names and emails only, no person IDs.
For each row in the Contacts tab, check if a Follow Up Boss person record exists for the email in column C. If yes, retrieve the person ID. If no, create a new lead with first name from column A, last name from column B, and email from column C. Then apply the action plan whose ID is in cell E1 to every person. Write person IDs into column D and status into column E.
The pattern: instead of applying plans one contact at a time, you describe the logic once and SheetXAI handles the iteration. A 500-person list takes the same one prompt.
Try It
Get the 7-day free trial of SheetXAI and open any workbook with Follow Up Boss person IDs, then ask it to apply your action plans. The Follow Up Boss integration is included in every SheetXAI plan. For related workflows, see how to log call records from a workbook or the Follow Up Boss in Excel overview.