The Scenario
Eight new contracts landed in one week. The project coordinator has an Excel workbook with all the details — client IDs, project names, contract types, budget amounts. Eight rows. Everything MOCO needs to create the projects.
She also needs to configure task lists, set up team access, and confirm start dates — all before Monday's kickoff calls. The project creation step is not the longest part. It is the first part. And it is in her way.
The bad version:
- Open MOCO, click New Project, fill in the project name, select the customer, choose the contract type, enter the budget, save.
- Repeat seven more times, switching back to the workbook each time to read the next row.
- Discover on project 5 that the budget format needs to be numeric without currency symbols — go back and correct projects 1 through 4.
Eight is manageable. Twenty contracts in a quarter is a recurring data-entry block with real error exposure.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the project data and uses its built-in MOCO integration to create all eight projects in one pass.
Create a MOCO project for each row in my Projects worksheet — column A is project name, B is customer ID, C is project type, D is budget amount
What You Get
- One MOCO project created per row, with the name, customer, type, and budget from the workbook.
- Column E populates with the MOCO project ID and creation status for each row.
- Rows where the customer ID doesn't exist in MOCO surface as errors immediately.
- The Projects worksheet is unchanged; status writes go to the dedicated column.
What If the Data Is Not Quite Ready
The customer IDs in the workbook are company names, not MOCO numeric IDs
Look up each company name in column B against MOCO customers, resolve them to customer IDs, and create a MOCO project for each row using the resolved IDs, project names in column A, types in column C, and budgets in column D
Some rows have hourly budgets, others have fixed budgets
Create MOCO projects from my Projects worksheet. For rows where column C says hourly, use a time-and-material contract type. For rows where column C says fixed, use a fixed-price contract type.
I need to add standard tasks to each project immediately after creation
Create a MOCO project for each row in my Projects worksheet (columns A through D). After each project is created, add three standard tasks: Discovery, Implementation, and Handover — all billable.
Create all projects, validate budgets, and flag discrepancies in one shot
Create MOCO projects for all rows in my Projects worksheet. After creation, compare each budget in column D against the Approved Budgets worksheet (matched on project name). Flag any discrepancy in a Discrepancy column.
Eight projects confirmed before the Monday kickoff calls.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where you track new project briefs, then ask it to create the MOCO projects in one pass. Then read the spoke on bulk-adding tasks once the project shells are in place.