The Scenario
You are a product ops manager at a B2B SaaS company. Your team has 60 Motion tasks that each need a "Client Tier" custom field set to Bronze, Silver, or Gold. The mapping table is already in Excel: task ID in column A, tier value in column B. The custom field exists in Motion. Nobody has time to open 60 tasks in the UI.
Your manager asked for an ETA this morning. You said "today." That was before you opened Motion and realized there is no bulk edit for custom fields.
The bad version:
- Open Motion. Search for the first task ID in the list. Open the task. Scroll to Custom Fields. Click Client Tier. Select Bronze from the dropdown. Save.
- Go back. Search for task ID 2. Open it. Scroll to Custom Fields again — the section is collapsed. Expand. Set Silver. Save.
- By task 20 you are setting values without reading the task name first. You catch a mistake on row 34 and have to backtrack.
- At task 60, you are not confident you got them all right. You have no log to check against.
Your day was not supposed to go here.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the mapping table and applies the custom field updates to Motion directly. Open the sidebar and ask.
Use the task IDs in column A and the tier values in column B to update the Client Tier custom field on each Motion task.
What You Get
- The Client Tier custom field updated on all 60 Motion tasks using the values from column B.
- Any row that fails — unrecognized task ID, invalid tier value — surfaces an error note rather than a silent pass.
- The mapping table is not modified unless you ask for a status column.
What If the Data Is Not Quite Ready
Tier values are inconsistent in the workbook
Column B has a mix of "Bronze", "bronze", "BRONZE", and "Brnz."
Normalize the values in column B so that any variant of Bronze maps to Bronze, Silver to Silver, and Gold to Gold. Then use the task IDs in column A and the normalized tier values to update the Client Tier custom field on each Motion task.
The custom field requires an ID rather than a name
Your Motion workspace uses field IDs for updates and the field ID is in column B, the value in column C.
For each row in this workbook, update the Motion task whose ID is in column A — set the custom field whose ID is in column B to the value in column C.
Some task IDs no longer exist in Motion
A handful of tasks were deleted after the mapping was built.
For each row in column A, attempt to update the Client Tier custom field on the matching Motion task with the value in column B. If the task is not found, write "not found" in column C instead of raising an error.
Full prep and update in one pass — normalize, deduplicate, apply, and report
The mapping table has inconsistent tier names, some blank task IDs, and a few duplicates.
In the Mapping worksheet, remove rows where column A is blank. Remove duplicate rows where column A appears more than once. Normalize column B values so Bronze, Silver, and Gold variants are standardized. Then update the Client Tier custom field on each Motion task using column A and column B. Write "updated" or "error: [reason]" to column C for every row.
Ask for the cleanup and the batch update together.
Try It
Open your task mapping workbook with task IDs and custom field values, then Get the 7-day free trial of SheetXAI and ask it to apply the updates to Motion. For related workflows, see how to export Motion custom field definitions to an Excel workbook or batch-update task priorities from a workbook.