The Scenario
Your sourcing team created 60 new Lever opportunities yesterday from an outreach campaign. Each one needs a note recording the source channel and the outreach date — standard practice for attribution tracking. The sourcing manager is out tomorrow. You have the data in a workbook. You have 60 rows.
The bad version:
- Open the first Lever opportunity, click Add Note, type the note text referencing the source channel and date from the workbook, click save
- Switch back to the workbook, look up row 2, switch back to Lever, find the second opportunity, add the note
- By row 15 you are copy-pasting text and losing track of which worksheet you are in
Nobody assigned you this task because they thought it would take all afternoon.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your opportunity IDs and note content row by row and creates the notes in Lever in bulk — writing back a confirmation or error for each row so nothing gets lost silently.
Open your sourcing workbook with opportunity IDs in Column A, note text in Column B, and type:
For each opportunity ID in Column A, create a Lever note using the text in Column B — write 'noted' or the error message into Column C. 60 rows total
What You Get
- A note created in Lever for every row where the API call succeeds
- 'noted' written into Column C for each successful note
- The exact error message written into Column C for any row that fails
- Failed rows do not block the rest of the batch
What If the Data Is Not Quite Ready
The note text needs to be constructed from two columns
For each opportunity ID in Column A, create a Lever note that reads 'Sourced from ' + Column B + ' on ' + Column C. Write 'noted' or the error into Column D — 60 rows
Some rows should be skipped based on a flag column
For rows where Column D says 'note pending', create a Lever note for the opportunity ID in Column A using the text in Column B. Write 'noted' into Column D on success or the error message if it fails
Note text contains special characters from copy-paste
For each opportunity ID in Column A, trim any leading or trailing whitespace from Column B before creating the Lever note. Write the result into Column C
Create notes and add a tag in one shot
For each opportunity ID in Column A, create a Lever note using the text in Column B and also add the tag 'Outreach-May-2026'. Write 'done' into Column C if both succeed, or the error into Column C if either fails
Combining the note creation and the tag application means one pass covers both attribution steps.
Try It
Get the 7-day free trial of SheetXAI and open your outreach tracking workbook with Lever opportunity IDs and note text, then ask it to bulk-add the notes with whatever format your sourcing team uses. See also the spoke on bulk-tagging opportunities or return to the Lever integration overview.