The Scenario
It's Monday morning and you're staring at an Excel workbook with 30 rows — one for each client starting onboarding this week. Column A has the client name. Column B has their target go-live date. Your job is to have a Process Street workflow run created for each one before the 10 AM kickoff calls start. The template is always the same. The data is already in the workbook. You just need it in Process Street.
The bad version:
- Open Process Street, click "New Run," type in the client name from row 1, pick the due date from the calendar, hit save — repeat 29 more times.
- Halfway through, you misread a date and create three runs with the wrong due date. You have to find them, open each one, and edit them individually.
- You finish at 9:55 AM and have no record of which run ID maps to which client, so when something breaks in week two you're searching by name.
You were supposed to spend this morning prepping the kickoff agenda. Instead you did data entry for an hour. That hour doesn't come back.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your data and talks to Process Street on your behalf — you don't configure mappings or build flows. You just describe what you want.
For each row in the "Clients" worksheet, create a Process Street workflow run using the template named 'Client Onboarding', set the run name to column A and the due date from column B, then write the returned run ID into column C.
What You Get
- A Process Street run created for every populated row in the "Clients" worksheet.
- The run name set to whatever is in column A, the due date set from column B.
- The returned run ID written back into column C — so you have a permanent reference connecting your workbook to Process Street.
- Any rows that fail (malformed date, missing name) flagged with an error note in column C instead of silently skipped.
What If the Data Is Not Quite Ready
The due dates are formatted inconsistently
Some rows have dates like "5/15/2026" and others have "May 15" or a plain number from Excel's date serial format.
For each row in "Clients" worksheet, normalize the due date in column B to ISO format (YYYY-MM-DD), then create a Process Street run using template 'Client Onboarding' with the run name from column A and the normalized date — write the run ID to column C.
Some rows are missing a due date
You want to create runs for clients that have a name but no due date yet, and skip rows with neither.
For each row in "Clients" worksheet where column A has a value, create a Process Street workflow run using template 'Client Onboarding' — use the due date from column B if it exists, otherwise leave it unset. Write the run ID into column C. Skip rows where column A is blank.
The template name varies by client tier
Tier-1 clients use 'Enterprise Onboarding' and Tier-2 use 'Client Onboarding'. Column D holds the tier.
For each row in "Clients" worksheet, create a Process Street workflow run — use 'Enterprise Onboarding' if column D says 'Tier 1', otherwise use 'Client Onboarding'. Set run name from column A, due date from column B, write the run ID to column C.
Full kill chain: deduplicate, create, and verify
You've inherited a workbook that may have duplicate client names, and you want to clean it, create the runs, and confirm each one before the day is out.
In the "Clients" worksheet, remove any duplicate rows based on column A, then for each remaining row create a Process Street workflow run using template 'Client Onboarding' with name from column A and due date from column B. Write the run ID to column C and 'created' to column E. Flag errors in column F.
One prompt handles the cleanup and the action — no pre-processing step needed.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with a client list or onboarding roster, then ask it to create Process Street runs for every row. Link to sibling: Export your Process Street template library | Process Street integration overview