The Scenario
You are a contact center manager. Your team goes live with Synthflow live-transfer routing next Monday. You have 20 escalation routing destinations in an Excel workbook in the Transfer Destinations tab, with columns for PhoneNumber and TransferCondition.
All 20 need to be loaded into a Synthflow phone book before the support line opens.
The slow version:
- You create the phone book manually in Synthflow
- You add the first entry using the phone number and transfer condition from the workbook
- You switch back and forth between Excel and the Synthflow browser tab for each entry
- On entry 14, you accidentally use the wrong transfer condition from the row above
- You do not discover the error until a call is misrouted on Monday morning
- You have to pull the routing entry live and re-add it manually while calls are coming in.
The fast version is one prompt on Friday afternoon.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that creates the phone book and adds every routing destination from the Transfer Destinations tab in one pass, with entry IDs written back to the workbook so you have a pre-go-live audit trail.
Open the SheetXAI sidebar and type:
Read the 'Transfer Destinations' table in this workbook and create a Synthflow phone book named 'Live Transfers', then add one entry per row using the PhoneNumber and TransferCondition columns. Write each returned entry ID into the EntryID column.
SheetXAI creates the phone book, iterates through all 20 rows, adds each entry, and writes the IDs into the EntryID column. When it finishes, you have a verified routing table in the workbook before the weekend.
What You Get
A completed phone book setup with 20 entry IDs in the EntryID column:
- PhoneNumber column — unchanged
- TransferCondition column — unchanged
- EntryID column — returned Synthflow phone book entry ID, or an error flag for any row that failed
The workbook is the pre-go-live verification document. You can share it with the support lead, confirm all 20 entries are loaded, and trace any routing issue back to a specific entry ID.
What If the Data Is Not Quite Ready
Routing destination workbooks have edge cases. SheetXAI handles them inline.
When transfer condition values need to be normalized
The workbook uses shorthand like "billing," "tech," "urgent" but Synthflow expects full condition phrases.
Before adding entries to the phone book, normalize the TransferCondition values in the Transfer Destinations tab. Map "billing" to "billing escalation," "tech" to "technical support," and "urgent" to "priority escalation." Then create the phone book and add all entries.
When some entries already exist in a previous phone book
You partially built a phone book last month. You want to add only the new destinations.
Check the existing Synthflow phone book with ID [PHONE_BOOK_ID] for each PhoneNumber in the Transfer Destinations tab. For any number already in the phone book, skip the row and write "exists" in the EntryID column. For all other rows, add the entry and write the returned ID.
When you want to add a priority rank per entry
Some escalation destinations are tier-1 (try first) and some are tier-2 (fallback). The Priority column has the tier.
Create a Synthflow phone book named 'Live Transfers', then add each entry from the Transfer Destinations tab using PhoneNumber and TransferCondition. Set each entry's priority based on the Priority column. Write the returned entry ID into the EntryID column.
When you need to create the phone book and assign it to an agent immediately
The phone book should be linked to the support agent the moment it is created.
Create a Synthflow phone book named 'Live Transfers', add all entries from the Transfer Destinations tab, and write the returned entry IDs into the EntryID column. Then assign the phone book to agent [MODEL_ID] and write the assignment confirmation into cell F1.
The pattern: phone book setup is a list operation, not a click-through task. Twenty entries, one prompt, full entry ID tracking.
Try It
Get the 7-day free trial of SheetXAI and open a workbook with phone numbers and transfer conditions in a table, then ask it to build your Synthflow phone book. The Synthflow integration is included in every plan. For related workflows, see how to bulk-provision Synthflow voice agents from an Excel spec sheet or the Synthflow AI in Excel overview.