The Scenario
You run a freelance web design studio. Right now, sitting in your Excel workbook, there are 15 warm prospects — each one with a name, an email, a project description, and a rough budget. You had three discovery calls this week. The pitch window is closing. You need Nusii client records and draft proposals created for all 15 before Monday morning so you can start personalizing them.
The bad version:
- Open Nusii, click New Client, type the name, type the email, save. Repeat 15 times.
- For each new client, click New Proposal, type the project name from the workbook, set the client association, save. That's another 15 clicks.
- Go back to the workbook, manually note which proposal ID corresponds to which row — because nothing writes it back automatically.
This is a situation where the tool you paid for to save time is somehow requiring more of it. You have proposals to write, not client records to type.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the data directly from your worksheet and, through its built-in Nusii Proposals integration, creates clients and proposals in one operation. No switching back and forth, no manual entry.
Here is the prompt for this specific task:
Read my Excel prospect list (Name, Email, Service Type) and bulk-create one Nusii client and one draft proposal per row, writing created client ID and proposal ID back into the workbook
What You Get
- One Nusii client record created per row, matched to the name and email columns.
- One draft proposal per client, titled from the Service Type column.
- The returned client ID and proposal ID written back into the workbook as each row processes — so you know exactly which rows succeeded and which to check.
- Any rows that fail surface an error note instead of silently passing.
What If the Data Is Not Quite Ready
Some rows are missing an email address
For every row in this worksheet where the Email column is not empty, create a Nusii client using the Name and Email columns, then create a proposal titled from Service Type and write the proposal ID back into the row — skip any row with a blank Email and note "Missing email" in the result column
Project names contain special characters or punctuation that may cause issues
Clean up the Service Type column before using it — remove any leading or trailing spaces, replace double quotes with single quotes — then create a Nusii client and proposal per row using the cleaned title, writing proposal IDs back into the workbook
Client names are full names but Nusii expects first and last separately
For each row, split the Name column at the first space — treat everything before the space as first name and everything after as last name — then create a Nusii client with first name and last name set correctly, and a proposal from the Service Type column, writing the proposal ID back into the row
Clean duplicates, create records, and flag the result in one pass
Check the Name column for duplicates — mark duplicate rows in the Result column with "Duplicate, skipped" — then for all unique rows create a Nusii client from Name and Email, create a proposal from Service Type, write the proposal ID into the Result column, and note "Created" for each success
The pattern is to ask for the cleanup condition and the creation action in a single prompt — SheetXAI handles the conditional logic before touching the API.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where your prospects live, then ask it to create Nusii clients and proposals for the whole list at once. Also see how to export your proposals pipeline into a sheet or how to convert a scope-of-work sheet into a Nusii proposal — back to the Nusii Proposals overview.