The Scenario
Your referring-hiring-manager bonus program tracks referrals by a Lever tag called 'Referral-Q2'. There are 200 opportunities that need that tag applied before the quarter closes Friday. The recruiting ops lead has the IDs in Column A and spent 45 minutes yesterday clicking through individual opportunity records before giving up.
The bad version:
- Open the first Lever opportunity, find the tags section, type the tag, confirm it applied, go back to the list
- Repeat for each of the 200 opportunities
- Realize on Thursday that 12 of the tags didn't stick because the tag name had a trailing space
200 records. One tag. One afternoon that should have been 30 seconds.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the opportunity IDs in your column and applies the specified tag to each one in Lever — no UI toggling, no manual verification.
Open your workbook with opportunity IDs in Column A and type:
Add the tag 'Referral-Q2' to every Lever opportunity whose ID appears in Column A — write 'tagged' or the error into Column B. 200 rows
What You Get
- The tag 'Referral-Q2' applied to every opportunity in Column A where the API call succeeds
- 'tagged' written into Column B for each success
- The exact error message written into Column B for any failure
- No row blocks the next — errors are logged and the batch continues
What If the Data Is Not Quite Ready
Each row needs a different tag from another column
For each opportunity ID in Column A, add the tag from Column B in Lever and log the result in Column C — 200 rows
Some rows already have the tag and should be skipped
For each opportunity ID in Column A, check whether the tag 'Referral-Q2' already exists before adding it. Write 'already tagged' if it was present, 'tagged' if it was just added, or the error into Column B
You need to add two tags per opportunity
For each opportunity ID in Column A, add both the tag 'Referral-Q2' and the tag 'Q2-Pipeline' in Lever — write 'tagged' if both applied successfully or the error into Column B
Tag all, add a note, and log in one step
For each opportunity ID in Column A, add the tag 'Referral-Q2' and create a note that says 'Tagged as referral for Q2 bonus tracking on 2026-05-15'. Write 'done' into Column B if both succeed, or the error if either fails
Combining tagging and note creation in a single prompt means your attribution record is complete without a second pass.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with a list of Lever opportunity IDs, then ask it to apply whatever tag your program uses across the full list. See also the spoke on bulk-adding notes or return to the Lever integration overview.