The Scenario
New hire, first week, enthusiastic. They created eight proposals last Tuesday. You find out on Wednesday that none of them use the approved company theme — they used the default theme because nobody told them which one was the right one. Your creative director wants an Excel workbook showing every active proposal, its theme ID, and whether it's on-brand. That workbook doesn't exist. The data is all in Nusii, spread across thirty-five proposals.
The bad version:
- Open Nusii, go to proposals, click the first one, find the theme assignment somewhere in the settings. Write it down. Open the workbook, enter it.
- Click Back. Open proposal 2. Repeat thirty-five times.
- Then go to the Nusii theme settings and find the approved theme ID separately, because you need to know what to compare against.
- Build the comparison formula in the workbook yourself after all thirty-five rows are in.
This is the kind of audit that takes half a day when done manually and five minutes when done correctly.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It fetches both the theme list and the full proposal list from Nusii, writes them into the workbook, and evaluates the brand compliance flag — in one operation.
Here is the prompt for this specific task:
Fetch every Nusii proposal and every available theme, then write a sheet with proposal title, current theme ID, and a "Uses Approved Theme" flag (TRUE or FALSE) based on whether the theme ID matches the one in cell E1
What You Get
- Every proposal written with proposal title, current theme ID, and the TRUE/FALSE compliance flag.
- The flag is calculated against the approved theme ID in cell E1 — so you set that value once and every row evaluates against it.
- All thirty-five proposals in one workbook view with no manual clicking through individual proposal settings.
- The workbook is immediately presentable to the creative director.
What If the Data Is Not Quite Ready
You want the theme list written separately before the proposal audit
List all available Nusii themes and write theme ID and theme name into columns A and B of worksheet 1 — then list all proposals in worksheet 2 with proposal title, client, status, and theme ID
You only want active proposals, not archived or expired ones
List all Nusii proposals where status is draft, sent, or viewed — write proposal title, client name, status, and theme ID into columns A through D — in column E write TRUE if the theme ID matches the approved theme ID in cell F1, otherwise FALSE
You want to group the output so off-brand proposals appear first
Fetch all Nusii proposals — write proposal title, client name, status, and assigned theme ID into columns A through D — in column E write "Off-brand" if the theme ID does not match the one in cell F1, otherwise "Approved" — sort the rows so "Off-brand" proposals appear at the top
Full brand audit: pull themes, pull proposals, flag, and summarize
List all available Nusii themes and write theme ID and name into a separate worksheet tab called "Themes" — then list all proposals and write proposal title, client, status, creation date, and theme ID into columns A through E of the main worksheet — in column F write "Approved" if the theme ID matches the value in cell G1, otherwise "Off-brand" — sort by column F so off-brand rows come first — add a summary at the top showing total proposals, total approved, and total off-brand
One prompt to build the brand audit your creative director asked for, without a single manual navigation through the Nusii proposal list.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask it to pull every Nusii proposal and its theme assignment so you can identify the off-brand ones before the next client call goes out. Also see how to archive the proposals that failed review or how to export the full proposal pipeline — back to the Nusii Proposals overview.