The Scenario
You are an account executive. You have 60 deals that have had no activity in more than 14 days. They are sitting in an Excel workbook your RevOps team pulled from Kommo, on the Stalled Deals tab, with columns for lead ID, lead name, pipeline stage, and responsible rep.
Your manager asked for a follow-up call task on every one of them, assigned to the responsible rep, due in two business days. That is 60 tasks to create in Kommo.
The bad version of this afternoon:
- You open the first deal in Kommo
- Create the task, set the due date, assign the rep
- Open the second deal
- Fifteen minutes in you are on task eight and wondering how you got into this job
- You get a Teams message and lose your place in the workbook
- You finish with 44 tasks created, 16 missing, and no way to tell which without cross-referencing by hand.
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 stalled deals and creates Kommo tasks in bulk, so you do not have to open a single deal record.
Open the SheetXAI sidebar and type:
For every row in the 'Stalled Deals' tab, create a Kommo task on the lead in column A — task text is 'Follow-up call: ' plus the lead name in column B, assigned to the user ID in column C, due in 2 business days from today. Write 'TASK CREATED' to column D for each successful row, or the error message if a task fails.
SheetXAI processes all 60 rows, creates a task on each Kommo lead, and writes status back to column D. When it is done, column D tells you exactly which tasks were created and which failed.
What You Get
60 Kommo tasks, each attached to the correct lead:
- Task text — "Follow-up call: [Lead Name]" on every record
- Assigned to — the responsible rep from column C
- Due date — two business days from today, calculated per row
- Status written back — column D shows 'TASK CREATED' for every success
- Errors surfaced — any failed task writes the error to column D
The status column is the audit. After the prompt runs, filter column D for anything that is not 'TASK CREATED' and you have an exact list of leads that need attention.
What If the Data Is Not Quite Ready
Stalled deal workbooks come with their own problems.
When some rows are missing a responsible user ID
Not every deal has a rep assigned. Creating a task with no assignee is usually worse than skipping it.
For every row in the 'Stalled Deals' tab where column C has a user ID, create a Kommo follow-up call task on the lead in column A, assigned to column C, due in 2 business days. For rows where column C is blank, write 'SKIPPED — no assigned rep' to column D instead of creating a task.
When due dates should vary by pipeline stage
Deals in the Proposal stage are more urgent than deals in Prospecting. You want higher-priority stages to get a tighter follow-up window.
For rows where column B (pipeline stage) is 'Proposal' or 'Negotiation', create the follow-up task due in 1 business day. For all other stages, create the task due in 3 business days. Assign to column C, task text is 'Follow-up call: ' plus lead name. Write results to column D.
When you also need to list existing overdue tasks first
Before creating new tasks, check which stalled deals already have an overdue task sitting on them.
List all open Kommo tasks that are overdue by more than 7 days and write them to an 'Overdue Tasks' tab with columns: task_id, task_text, due_date, lead_id, lead_name, responsible_user. Then, for rows in 'Stalled Deals' where column A does not appear in the Overdue Tasks lead_id column, create a new follow-up call task due in 2 business days and write 'TASK CREATED' to column D.
When the workbook has rep names instead of Kommo user IDs
Your RevOps export used rep names, not Kommo user IDs, and the API requires IDs.
First, list all Kommo users and write them to a 'Users' tab with user_id and user_name. Then, using 'Users' as a lookup, match the rep names in column C of 'Stalled Deals' to their Kommo user IDs. For each matched row, create a follow-up call task due in 2 business days and write 'TASK CREATED' to column D. Write 'NO MATCH — user not found' to column D for any row where the rep name did not resolve.
The pattern: the task creation is the easy part. SheetXAI can handle the data prep that makes it safe to run.
Try It
Get the 7-day free trial of SheetXAI and open your next stalled deal workbook, then ask it to create follow-up tasks in Kommo across all the rows at once. The Kommo integration is included in every SheetXAI plan. For related workflows, see how to bulk-import new leads into Kommo or the Kommo in Excel overview.