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Leiga · Excel Guide

Bulk Create Leiga Projects From an Excel workbook Intake Form

2026-05-14
5 min read

The Scenario

Eight new project requests landed in your inbox this morning. Every month it's the same: the stakeholders fill out the intake form, you get an Excel file with project name, description, and owner in columns A through C, and then you spend the next hour clicking "New Project" in Leiga eight times, pasting fields, assigning owners, and trying to remember whether you already created project four or just drafted it.

The bad version never changes:

The bad version:

  • Open the intake workbook, read project one's name and description, switch to Leiga, click New Project, paste the name, paste the description, set the owner, save.
  • Repeat eight times, switching windows back and forth, losing focus each time the Leiga UI loads.
  • Finish and realize you forgot to capture the returned project IDs anywhere, so when someone asks for them on Friday, you're going back into Leiga to look them up individually.

Eight projects is manageable. Twelve projects next month, sixteen the month after that — the process doesn't scale, and this isn't what a PMO coordinator gets hired to do.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent that lives inside your Excel workbook. It reads the intake rows, creates each Leiga project through its built-in integration, and writes the returned project IDs back into the workbook — all in one pass.

For every row where Column E says 'Approved', create a new Leiga project from the name and description in columns A and B, and write 'created' or the error into Column F

What You Get

  • A new Leiga project created for each approved row in the workbook
  • Column F populated with 'created' for successes and an error message for any row that fails
  • Any row that fails to create gets a note explaining why, so you know exactly what to follow up on

What If the Data Is Not Quite Ready

You want to write the project ID back rather than just 'created'

For every row where Column E says 'Approved', create a new Leiga project from the name and description in columns A and B, and write the returned project ID into Column D

Some rows are missing a description and you want a default

For each row in Column A with a project name, create a Leiga project — use Column B as the description if it is filled in, otherwise use 'No description provided' — write the project ID into Column C

You want to assign an owner at creation time using the name in Column C

Create a Leiga project for each row using the name in Column A and description in Column B, assign the owner from Column C, and write the returned project ID into Column D

Full intake processing in one prompt

For every row where Column E says 'Approved', create a Leiga project using the name in Column A and description in Column B. Assign the owner from Column C. Write the project ID into Column D and 'Created' or an error message into Column F. Skip any row where Column A is blank.

The pattern: all of the conditional logic — the approval filter, the owner assignment, the error handling — in a single ask.

Try It

Get the 7-day free trial of SheetXAI and open the Excel workbook where your monthly project intake requests live — ask it to create a Leiga project for each approved row and write the IDs back. Also see how to fetch detailed metadata for existing projects or the full Leiga integration overview.

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