The Scenario
Your agency's Nusii workspace has been accumulating clutter since January. Proposals that expired in Q1, a handful that got formally rejected, a few that just went cold and nobody touched again. The account manager mentioned it in last week's sync: "We need to clean this up before the new quarter." The proposal IDs and statuses are already sitting in a workbook from the last pipeline export. Nobody wants to open each proposal in Nusii and click Archive thirty times.
The bad version:
- Open Nusii, search for proposal ID 1, click into it, click the settings or actions menu, find Archive, confirm. Click back.
- Find proposal 2. Repeat.
- Thirty proposals. Thirty separate navigations through the Nusii UI, with no confirmation trail in the workbook to show which ones actually got archived.
When this kind of maintenance work takes an afternoon, it doesn't happen as often as it should. The workspace stays cluttered, the proposal list gets harder to read, and the next new-quarter cleanup is already overdue before anyone gets to it.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the proposal ID list and archives each one through the Nusii integration, writing a confirmation back into the workbook as it goes.
Here is the prompt for this specific task:
Read my Excel Q1-cleanup sheet listing rejected and expired proposal IDs and bulk-archive all of them in Nusii right now
What You Get
- Every proposal ID in the workbook is sent to Nusii for archiving.
- "Archived" written into the Result column for each successful operation.
- An error note in the Result column for any ID that fails — so you can see exactly which ones need a manual look.
- The workbook becomes the audit trail for the quarterly cleanup.
What If the Data Is Not Quite Ready
Some rows contain proposal IDs that are already archived and would error
For every proposal ID in the ID column, check the current status in Nusii — if it is already archived, write "Already archived" in the Result column and skip — if it is not archived, archive it and write "Archived" in the Result column
You want to only archive proposals that are expired or rejected, and skip any that are in draft
For every proposal ID in the ID column, fetch the current status from Nusii — if the status is "expired" or "rejected", archive the proposal and write "Archived" in the Result column — if the status is "draft" or anything else, write "Skipped — status: [status]" in the Result column
Some IDs in the list are placeholders or blank rows that need to be skipped
For every row in this workbook where the ID column contains a numeric value, archive the corresponding Nusii proposal and write "Archived" in the Result column — if the ID column is blank or contains non-numeric text, write "Invalid — skipped" in the Result column
Full Q1 cleanup: validate, archive, and generate a cleanup summary
For each proposal ID in the ID column, validate that the value is numeric and non-blank — skip invalid rows with a note in Result — for valid IDs, fetch the Nusii proposal status — skip any with status "draft" or "accepted" and note "Skipped — [status]" in Result — archive all proposals with status "expired" or "rejected" and write "Archived" in Result — at the end of the workbook, add a summary row showing total archived, total skipped, and total invalid
One prompt to run the entire cleanup and produce the summary your manager asked for.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook with your Q1 rejected and expired proposal IDs, then ask it to archive the whole list before the new quarter starts. Also see how to export your current proposal pipeline into a sheet or how to audit proposal themes across your workspace — back to the Nusii Proposals overview.