The Scenario
It's the third week of the quarter and your business development manager just dropped a message: the leadership team wants a win/loss debrief for Q2 at Thursday's all-hands. You have 40 proposals in Nusii — various statuses, various values, various clients. None of it is in an Excel workbook yet.
The bad version:
- Open Nusii, go to the proposals list, click a proposal, note the status, the total, the creation date. Open the workbook, find the right row, type it in.
- Do this 40 times, navigating back and forth between two browser tabs.
- Realize halfway through that you forgot the last-activity date and have to go back into each proposal again.
The debrief is in two days. Forty proposals is not a small afternoon task done this way — it is closer to a half-day of clicking, during which you will make at least three transcription errors.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to Nusii and retrieves the full proposals list, writing every relevant field into your workbook in one operation — sorted, organized, ready to analyze.
Here is the prompt for this specific task:
List all Nusii proposals and write proposal title, client name, status, total value, creation date, and last activity date into columns A through F — sort by creation date descending
What You Get
- All 40 proposals written into the workbook, one per row.
- Columns A through F populated: title, client name, status, total value, creation date, last activity date.
- Sorted newest to oldest by creation date, so Q2 proposals appear at the top.
- Any proposals with missing fields show blank cells rather than erroring — you can see where data is incomplete at a glance.
What If the Data Is Not Quite Ready
You only want proposals with specific statuses
Pull every Nusii proposal with a status of sent, viewed, or accepted and dump them into this workbook with title, client, status, expiry date, and proposal total in columns A through E
You want to calculate win rate directly in the workbook
List all Nusii proposals created between April 1 and June 30 — write title, client, status, and total value into columns A through D — then in column E write "Won" if status is accepted, "Lost" if status is rejected or expired, and "Open" for everything else
Some proposals have no client name and need to be flagged
Fetch all Nusii proposals and write proposal title, client name, status, and total into columns A through D — if client name is blank, write "No client assigned" in column B and flag the row in column E with "Check"
Full debrief pipeline: pull, classify, and summarize in one shot
List all Nusii proposals created this quarter — write title, client, status, total value, creation date, and last activity date into columns A through F — in column G write "Won", "Lost", or "Open" based on status — then write a summary row at the bottom with total count, total value of won proposals, and average days from creation to last activity for accepted proposals
The structure of the output is something you specify in the prompt — and SheetXAI handles the conditional columns and summary math in the same pass.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask it to pull your full Nusii proposal list before Thursday's debrief. Also see how to pull accepted line items for revenue reconciliation or how to analyze proposal engagement to find hot leads — back to the Nusii Proposals overview.