The Scenario
A new office manager joined the team last week. She keeps asking how the workflow stages work, what lead source options exist, and which statuses mean what. You have explained it twice. You know the answer is sitting in the JobNimbus account settings — but it's never been written down anywhere a new hire can reference without bothering you.
The bad version:
- Log into JobNimbus admin settings. Navigate to workflows. Screenshot the workflow stages. Paste the screenshot into a document. Navigate to statuses. Screenshot. Paste. Navigate to lead sources. Screenshot. Paste.
- Try to turn the screenshots into an actual readable reference guide. Realize the screenshots are at different zoom levels and the text is too small in two of them.
- An hour later you have a document that is technically accurate but barely usable.
This is the kind of task that exists because nobody built the reference guide when the account was first configured — and now you're building it retroactively while also onboarding someone.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It pulls the JobNimbus account settings and writes them into structured rows and sections — ready to use as a reference guide.
Pull the JobNimbus account settings and list all workflow stages and lead source options in my Excel sheet for the new team member's reference guide.
What You Get
- All workflow names and their status stages written into the workbook in a structured format.
- Lead source options listed in their own section.
- A reference that updates the next time you run the prompt — not a screenshot that goes stale.
- Something you can share with a new hire without having to explain it yourself again.
What If the Data Is Not Quite Ready
You want workflows, statuses, and lead sources all in one organized workbook
The default pull might return only one category of settings. You need all three in structured sections.
Fetch the JobNimbus account settings. In my Excel workbook, write a section for Workflow Stages starting at row 1, with each workflow as a label and its stages listed below. Then write a section for Lead Sources with each source on its own row. Then write a section for Status Labels.
You want a separate worksheet for each settings category
The office manager finds one long worksheet harder to navigate than separate ones.
Fetch the JobNimbus account settings. Write workflow stages into a worksheet called Workflows, lead sources into a worksheet called Lead Sources, and status labels into a worksheet called Statuses. Use one row per item in each worksheet with a header row.
You want to add a column explaining what each status means in plain language
The raw status labels — like Estimate Approved or Material Ordered — are not self-explanatory to someone new to contractor operations.
Fetch the JobNimbus workflow stages and write them into my Excel workbook with the workflow name in column A and the status label in column B. In column C, write a one-sentence plain-language description of what each status typically means in a contractor workflow.
You want the guide to include example use cases for each workflow stage
The new office manager learns better with examples than with labels alone.
Fetch the JobNimbus workflow stages and write workflow name in column A and status label in column B of my Excel workbook. In column C, write a brief example of what action or event typically triggers a contact moving into that stage — for example, Estimate Sent when the estimate is emailed to the homeowner.
Context alongside the configuration makes the guide actually useful rather than just technically complete.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask it to pull the full JobNimbus account settings into a structured reference guide your new team member can use on day one. See also how to export work orders for field operations review or the JobNimbus overview for Excel.