The Scenario
You are an account manager at an agency. Pitch week is in five days. You have fifteen clients in an Excel workbook, one per row, with columns for client name, services, budget, and key goals.
Each client needs its own Gamma proposal document. Each one needs to look polished, branded, and personalized.
The slow version:
- Open Gamma's web app once per client
- Read the row, summarize the client in your head, type a prompt
- Edit Gamma's output for tone and length
- Save the link, paste it into the CRM
- Repeat fifteen times
- Hate your job by row five
The fast version is one prompt and you go to lunch.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads each row in the workbook and writes a tailored Gamma prompt per client, so you never have to open Gamma's web app or hand-write a proposal yourself.
Open the SheetXAI sidebar and type:
For each client row in this workbook, generate a separate Gamma proposal document using the client name, services, budget, and key goals columns. Personalize the introduction based on the budget tier. Write the resulting Gamma URL into the GammaLink column for each row.
SheetXAI iterates through the rows, generates a Gamma proposal per client, and writes each URL back into the GammaLink column. Fifteen rows, fifteen URLs in the workbook. The whole thing runs in the background while you go do something else.
What You Get
Fifteen separate Gamma URLs, one per row, each personalized to that client:
- Title — the client name
- Body — services tailored to that client, with goals woven into the framing
- Tone — calibrated to the budget tier (casual for small budgets, executive for large)
- URL — written back to the GammaLink column
You did not open Gamma once. You did not write a single Gamma prompt yourself.
This is the per-row generation pattern, and it is the single biggest reason teams care about an AI agent in a spreadsheet versus an event-driven automation builder. Power Automate can fire one event per row, but it does not know how to think about each row in context. SheetXAI does, because the AI is doing the thinking, not just moving the data.
What If the Data Is Not Quite Ready
Client lists are rarely perfect. SheetXAI handles per-row variations inline.
When some clients have empty Key Goals
A few rows have blank goal cells. You do not want to send a proposal with a vague intro.
For each client row, generate a Gamma proposal document. If the Key Goals column is empty, skip that row entirely and write "SKIPPED — missing goals" into the GammaLink column instead of generating a doc.
When the tone should vary by budget tier
You want a different voice for the small budgets versus the enterprise ones.
For budgets under $10k, write the proposal in a casual conversational tone. For $10k to $50k, use a professional tone. For $50k or more, use an executive tone with crisp bullet recommendations. Generate one Gamma doc per row, output URLs in the GammaLink column.
When you want to reference past work for each client
You have a Past Projects tab indexed by client name. Each proposal should mention 1 to 2 relevant past projects.
For each client row, look up matching entries in the Past Projects tab by client name. Pick the 1 to 2 most relevant past projects based on service overlap and include them in the proposal's "Why Us" section. Generate one Gamma proposal per row.
When the services list dictates a different template
Some clients want SEO, some want paid ads, some want both. Each service has a different proposal template.
For each row, read the Services column. If it includes "SEO," use the SEO proposal template. If it includes "Paid Ads," use the Paid Ads template. If both, use the Combined template. Generate one Gamma doc per row, picking the right template for each.
The pattern: the prompt scales with your headcount, not your row count. Two hundred rows, same prompt.
Try It
Get the 7-day free trial of SheetXAI, open a workbook with one row per client or one row per record, and ask SheetXAI to generate a Gamma doc per row. The Gamma integration is included in every plan. For more, see the Gamma in Excel overview or how to use an existing Gamma template.