The Scenario
You are a sales rep. You just got back from a two-day industry conference. You came home with 30 business cards' worth of follow-up promises typed into an Excel workbook: account ID, what you told each person you would do, and by when.
Every one of those follow-ups needs a Salesflare task so they do not fall through.
The bad version of this Tuesday:
- Open Salesflare, find account 1, click "Add Task," type the description, set the due date, save
- Find account 2, repeat
- Thirty times
- Around task 15, your browser crashes and you lose track of where you were
- A week later, three people email asking why they never heard back.
The fast version is one prompt before you unpack your bag.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads the workbook and creates the Salesflare task for each row, so you do not have to open a single account record.
Open the SheetXAI sidebar and type:
For each row in the Follow-Ups tab of this workbook with account_id in column A, task_description in column B, and due_date in column C, create a Salesflare task and write the returned task_id to column D.
SheetXAI creates the task for every row against the right account and writes the task_id to column D. Thirty tasks, thirty IDs, all created while you were answering emails.
What You Get
A completed workbook with column D filled on the Follow-Ups tab:
- Column D — the Salesflare task_id for every created task
Every task is linked to the account from the same row.
What If the Data Is Not Quite Ready
Post-conference workbooks are typed fast and cleaned up later.
When some due dates are relative instead of absolute
You typed "next Friday" instead of a real date.
For each row in Follow-Ups, convert any relative due dates like "next Friday" or "in 3 days" to real dates before creating the Salesflare tasks. Write the resolved date to column E and the task_id to column D.
When some tasks need to be assigned to a specific rep instead of yourself
A few accounts belong to other reps.
For each row in Follow-Ups, if column E has a rep name, create the Salesflare task assigned to that rep. If column E is blank, create it assigned to me. Write the task_id to column D.
When you want to batch-create one task per account with all follow-ups combined
Instead of one task per row, you want one summary task per account.
Group the rows in Follow-Ups by account_id. For each unique account, create a single Salesflare task with a description listing all the follow-up items for that account. Write the task_id to a new column.
When you want the full post-conference flow including account lookup in one prompt
You have account names but not Salesflare IDs.
For each row in Follow-Ups, search Salesflare for the account matching the company name in column A. Write the found account_id to column E. Then create a task using the description from column B and due date from column C, attached to that account. Write the task_id to column D.
The pattern: the conference workbook empties into the CRM in one go.
Try It
Get the 7-day free trial of SheetXAI and open any workbook with follow-up data, then ask it to create Salesflare tasks. The Salesflare integration is included in every SheetXAI plan. See also how to log meetings from a workbook into Salesflare or the Salesflare in Excel overview.