The Scenario
You are a SaaS onboarding manager at a 50-person company. Thursday morning. A new batch of enterprise clients just signed, and your CS team needs twelve separate intake forms live before the kickoff calls start on Monday.
You have an Excel workbook, the Forms tab, with one row per form: column A is the form name, column B is the description, and columns C through G are the question blocks, roughly five to eight questions per form. The workbook was built by three different people over two days, so the naming conventions are slightly inconsistent, but the structure is there.
The manual version of this week:
- Open Tally's form builder once per row
- Type in the form name, paste the description
- Add each question block by hand, picking the field type from a dropdown each time
- Save, copy the form ID, paste it back into the workbook
- Repeat eleven more times
- Miss one question type on form seven and not notice until the client submits the wrong thing on Monday
The fast version is one prompt and your Thursday afternoon is free.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads the form definitions and handles the Tally API calls for you, so you never open the form builder once.
Open the SheetXAI sidebar and type:
Create a Tally form for every row in the Forms tab of this workbook. Use column A as the form name, column B as the description, and columns C through G as the question blocks. Mark any question in column G with a value of "required" as a required field. Write each new form ID back into column H.
SheetXAI reads all twelve rows from the Forms tab, creates each form in Tally with the correct question structure and field types, and writes the form IDs back into column H. You have your form library before lunch.
What You Get
Twelve Tally forms, all built from the workbook, with IDs written back to column H of the Forms tab:
- Form name and description — pulled from columns A and B exactly
- Question blocks — created from columns C through G, with field types inferred from the content
- Required flags — applied per question based on column G
- Form IDs in column H — one per row, ready to paste into your onboarding docs or CRM
The workbook becomes the record of truth. You know which form ID belongs to which client because the ID is right there in the row next to the client name.
If a question block is missing or malformed in one row, SheetXAI flags it and writes a note to column H instead of creating a broken form. You fix that one row and re-run just that one.
What If the Data Is Not Quite Ready
Client intake workbooks built in a hurry are never perfectly clean. SheetXAI handles the variations inline.
When question labels have inconsistent capitalization
The workbook was filled in by three people and the question labels in column C read "Company Name," "company name," and "Company name" on different rows.
Before creating the forms, normalize all question labels in columns C through G of the Forms tab to title case. Then create each Tally form and write the form IDs to column H.
When some rows are missing a description
A few rows in column B are blank. You do not want forms that open with no description.
For any row in the Forms tab where column B is empty, generate a one-sentence description from the form name in column A. Then create all twelve Tally forms and write IDs to column H.
When you only want to create forms for clients marked as ready
A status column exists but some clients are still in contract review.
Filter to rows in the Forms tab where column I says "Ready." Create Tally forms only for those rows. Skip others and write "PENDING" into column H for each skipped row.
When the question types vary and some are dropdowns with options
Some question blocks in column D include a list of options separated by semicolons, indicating a dropdown field.
For each question block in columns C through G of the Forms tab, infer the field type: if the cell contains semicolons, treat it as a dropdown and use the semicolon-delimited values as options. Otherwise, use a short-text field. Create all twelve Tally forms, write form IDs to column H.
The pattern: describe the edge cases in the prompt, and SheetXAI applies the logic across all twelve rows in one pass.
Try It
Get the 7-day free trial of SheetXAI and open any workbook with a list of form definitions, then ask it to build the Tally forms from the rows. The Tally integration is included in every SheetXAI plan. For related workflows, see how to pull Tally responses into a workbook or the Tally in Excel overview.