The Scenario
It's the last business day of the month. You're a freelance consultant and your invoicing tool is showing one number — your accountant is asking about another. Somewhere between the proposals you sent and the invoices you raised, a few line items got miscounted or categorized wrong. You need every accepted Nusii proposal from this month, with its full line-item breakdown, in an Excel workbook so you can reconcile.
The bad version:
- Open Nusii, filter for accepted proposals, click the first one.
- Scroll to the line items section, note the section name, item name, quantity, unit price. Type it into the workbook.
- Click Back, open the next proposal, repeat — for eight proposals, each with three to six line items.
- Notice halfway through that you forgot to record the section subtotals and have to go back to the beginning.
Nobody hires a consultant to do manual data transcription. But here you are, at 5:30 PM on a Friday, doing exactly that.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to Nusii, fetches every accepted proposal from this month, drills into each one's line items, and writes the full breakdown into the workbook in one pass.
Here is the prompt for this specific task:
For each accepted proposal ID in column A, fetch line items from Nusii and write each item name, unit price, quantity, and line total as rows — group by proposal with a sub-total per proposal
What You Get
- One row per line item across all accepted proposals from this month.
- Columns populated: proposal title, section name, line item name, quantity, unit price, line total.
- Proposals grouped together with a subtotal row after each group.
- Any proposal with no line items still appears so you can see it was pulled.
What If the Data Is Not Quite Ready
You need to categorize line items by service type for the reconciliation
Fetch all accepted Nusii proposals this month — for each line item write proposal title, section name, item name, quantity, price, and line total into the workbook — then in an additional column categorize each item as "Design", "Development", or "Other" based on whether the item name contains those words
Some accepted proposals are from last month and should be excluded
Fetch all Nusii proposals with accepted status — filter to only those where the accepted date falls between the first and last day of this month — then for each, retrieve section line items and write proposal title, section name, item name, quantity, unit price, and accepted date into the workbook
Proposal IDs in column A need to be validated before fetching
Check each proposal ID in column A — if the cell is blank or contains non-numeric characters, write "Invalid ID" in column B and skip — for all valid IDs, fetch Nusii line items and write item name, unit price, quantity, and line total into subsequent columns
Full reconciliation pass: pull, total by category, and flag mismatches
Fetch all accepted Nusii proposals accepted this month — retrieve all line items — write proposal title, section name, item name, quantity, unit price, and line total into the workbook — add a summary section below showing total value per section category — then flag any line item where quantity is zero or unit price is zero with "Check"
Asking for the filter, the extraction, the categorization, and the flag in one prompt saves you from running four separate passes and stitching them together by hand.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook, then ask it to pull this month's accepted proposal line items from Nusii so you can close the books before end of day. Also see how to export the full proposal pipeline for a win/loss debrief or how to bulk-add updated line items to draft proposals — back to the Nusii Proposals overview.