The Scenario
The account manager got the news on a Wednesday: a company merger means 12 of their clients are being rebranded. The clients have new names, new logos, and for three of them, a status change from active to inactive. Old name is in column A, new name is in column B, new status is in column C. The account manager needs all 12 updated in Timely before the rebrand goes live Friday.
The bad version:
- Open Timely, search for the first client by the old name, open the client record, update the name, save
- Search for the second client, open it, update the name, check the status field, update if needed, save
- Repeat 10 more times, losing track of which clients also had a status change somewhere around client 7
Twelve updates through the Timely UI is not a large number. It's not small enough to be painless, either — especially when three of them have a status change that's easy to forget if you're moving quickly.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your workbook and through its built-in Timely integration it can update all 12 client records in a single operation.
For each row in my Rebrand worksheet, update the Timely client with the ID in column A to use the new name in column B and the active status in column C
What You Get
- Timely receives an update call for each row in the workbook
- Column D fills with the result: "updated" if successful, or an error message if the client ID wasn't found
- All name and status changes applied in one pass, without the risk of skipping a status update mid-list
What If the Data Is Not Quite Ready
You have old client names but not IDs
In my Rebrand worksheet: look up each old client name in column A against Timely's client list, then update the matching client's name to column B and active status to column C — write the matched client ID into column D and the result into column E
Some status values in column C are inconsistent
For each row in my Rebrand worksheet: update the Timely client ID in column A — set the name from column B, and set the active status to true if column C says "Active" and false if it says "Inactive" or "Off" — write the result into column D
You only want to update clients where the name actually changed
In my Rebrand worksheet: compare column A and column B for each row — only update the Timely client if the names differ, using the ID in column D — write the result into column E and skip any row where column A and column B are identical
Full rebrand update with validation in one pass
In my Rebrand worksheet: for each row, look up the old name in column A against Timely to confirm the client exists, update the name to column B and status to column C, flag any client not found in column E, and write confirmation IDs into column D
The pattern: include the validation logic and the update in one prompt so you're not running a separate verification pass after the fact.
Try It
Get the 7-day free trial of SheetXAI and open the workbook with your client update list, then ask it to push the changes to Timely. For exporting the client list first, see the spoke on exporting the Timely client directory.