The Scenario
You are a Synthflow agency manager. You need to spin up 8 white-label voice agents for 8 different client accounts. Each agent has a different name and configuration, all specified in the Agent Specs tab of your Excel workbook.
The new quarter starts Monday. Every client account needs its agent live before 9 AM.
The slow version:
- You open the Synthflow dashboard for client account 1, create the agent, note the model ID
- You switch to client account 2 and repeat
- On client 5, you realize you used the wrong agent type for client 3
- You go back to fix client 3, losing your place in the sequence
- You walk into Monday morning with 7 agents live and one misconfigured.
The fast version is one prompt and a column of model IDs written back to the workbook.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that handles the bulk creation loop and writes each returned model ID back to the Agent Specs tab, so you never have to open the Synthflow dashboard eight times.
Open the SheetXAI sidebar and type:
Read the 'Agent Specs' table in this workbook and create one Synthflow assistant per row using the AssistantName and AgentType columns. Write the returned model ID into the ModelID column.
SheetXAI iterates through all 8 rows, creates each agent with the correct name and type, and writes the model IDs into the ModelID column. When it finishes, you have a complete spec sheet with model IDs and the workbook is your source of truth for every client agent.
What You Get
A completed Agent Specs tab with 8 model IDs in the ModelID column:
- AssistantName column — agent name (unchanged)
- AgentType column — agent type (unchanged)
- ModelID column — returned Synthflow model ID, or an error flag if creation failed
The workbook is now the handover document. When a client asks which model ID their agent runs on, you look at the Agent Specs tab, not the Synthflow dashboard.
What If the Data Is Not Quite Ready
Agency spec workbooks evolve. SheetXAI handles edge cases inline.
When some agents already exist in Synthflow
You created 3 agents last week. You only want to create the remaining 5.
Skip any row in the Agent Specs tab where the ModelID column already has a value. For all other rows, create a Synthflow assistant using AssistantName and AgentType, and write the returned model ID into the ModelID column.
When you need to set an initial greeting per agent
Each client has a custom greeting phrase in the WelcomeScript column.
Create a Synthflow assistant for each row in the Agent Specs tab using AssistantName and AgentType. Set the initial greeting to the value in the WelcomeScript column. Write the returned model ID into the ModelID column.
When the agent type values need to be normalized first
The spec workbook uses informal shorthand like "inbound," "outbound," "support" but Synthflow expects specific type identifiers.
Normalize the AgentType values in the Agent Specs tab to match Synthflow's accepted type identifiers: inbound_call, outbound_call, and customer_support. Then create the assistants and write the model IDs into the ModelID column.
When you need to create agents and immediately assign phone numbers
The PhoneNumber column has each client's number and should be linked right after creation.
Create a Synthflow assistant for each row in the Agent Specs tab using AssistantName and AgentType. Write the model ID into the ModelID column. Then assign the phone number from the PhoneNumber column to the newly created assistant and write the assignment confirmation into the PhoneStatus column.
The pattern: agent provisioning is a spec sheet operation, not a click-through task. Eight rows, one prompt, eight model IDs.
Try It
Get the 7-day free trial of SheetXAI and open a workbook with agent names and types in a table, then ask it to create your Synthflow assistants. The Synthflow integration is included in every plan. For related workflows, see how to export a Synthflow assistant inventory into Excel or the Synthflow AI in Excel overview.