The Scenario
You run business development at a creative agency. This month you closed seven new projects — all tracked in an Excel pipeline workbook: project name in column A, client in column B, deadline in column C, description in column D, deal status in column E. When something hits "Closed Won," it needs to become a Motion project so the delivery team can start scheduling.
Your COO asked this morning how the projects get from the pipeline into Motion. You said "we create them manually." She paused longer than was comfortable.
The bad version:
- Filter column E to show "Closed Won" rows. Seven rows.
- Open Motion. New Project. Type the project name. Tab to description — Motion has a text field, not a cell, so you switch between windows. Type the description. Set the deadline. Save.
- Repeat six more times. On project 5, you paste the wrong client name because your clipboard still had the previous description.
- Write the Motion project IDs back into the workbook. Get three of them wrong because you copied from the wrong tab.
Business development closes projects to grow the business. Re-entering closed deals into a second tool is not the job.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the pipeline, filters by status, and creates Motion projects for every matching row. Open the sidebar and ask.
For each row in my project pipeline sheet where Status is "Closed Won", create a new Motion project using the project name and deadline, then write the Motion project ID into column G.
What You Get
- A Motion project created for each "Closed Won" row with the project name and deadline set.
- Motion project IDs written to column G on the matching rows.
- Rows without "Closed Won" status are skipped — no noise.
What If the Data Is Not Quite Ready
The status column has inconsistent values
Some rows say "Closed Won", some say "closed won", some say "Won" — the filter needs to handle the variation.
For each row in this workbook where column E contains the word "won" (case-insensitive), create a Motion project using column A for the name and column C for the due date. Write the returned project ID to column G.
Deadlines are missing for some rows
Three of the seven rows have a blank column C — they need a default deadline.
For rows where column E is "Closed Won", create a Motion project using column A for the name and column D for the description. If column C has a date, use it as the due date; if column C is blank, set the due date to 30 days from today. Write the project ID to column G.
Project names need a standard prefix in Motion
Your naming convention in Motion is "Client — Project Name" but the workbook stores them in separate columns.
For each row where column E is "Closed Won", create a Motion project with a name formatted as column B, an em dash, and column A. Use column D as the description and column C as the due date. Write the project ID to column G.
Pipeline cleanup and project creation in one pass
After a team merge, some "Closed Won" rows are duplicated and descriptions are blank.
In the Pipeline worksheet, remove duplicate rows where column A and column B match exactly. For rows where column D is blank, set the description to "No description provided". Then for each unique row where column E is "Closed Won", create a Motion project using column A for the name, column D for the description, and column C for the due date. Write the project ID to column G.
Ask for the cleanup and the creation together — no intermediate prep step.
Try It
Open your deal pipeline workbook and Get the 7-day free trial of SheetXAI and ask it to create Motion projects for every Closed Won row. For related workflows, see how to export all Motion projects for a portfolio dashboard or batch-update task priorities from an Excel workbook.