The Scenario
Your professional services firm onboards eight new client projects every month. Each one follows the same Wrike folder blueprint — tasks, subtasks, dependencies, and assigned roles all pre-structured. The operations lead has a workbook with eight rows: client name in column A, start date in column B. The question, every month, is who's going to click through Wrike eight times to spin them up.
The bad version:
- Open Wrike. Go to the Folder Blueprints section. Find the right blueprint. Click "Create Project from Blueprint." Enter the client name. Set the start date. Click through the confirmation screens.
- Repeat seven more times, switching back to the workbook between each one to copy the client name and start date.
- Realize on the sixth project that you used the wrong blueprint variant — the one without the client kickoff task. Delete the folder and start over.
- Check your watch. Forty minutes gone, and nothing billable happened.
Eight projects a month is only the beginning. It becomes twelve, then fifteen. The process doesn't get faster by itself.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your project names and start dates and calls the Wrike folder blueprint API for each row — spinning up correctly structured projects without you touching the Wrike UI.
For each row in this sheet with project name in column A and start date in column B, launch a new Wrike project from folder blueprint 12345678 using those values
What You Get
- A new Wrike project folder created for each row in the workbook, using the specified blueprint.
- Project names and start dates applied from columns A and B.
- Wrike folder IDs for each new project written back into column C for future reference.
- Any rows that failed written into column D with the error reason.
What If the Data Is Not Quite Ready
Different clients use different blueprints
For each row in this sheet, launch a Wrike project from the blueprint ID in column C — using the project name in column A and start date in column B
You first want to list available blueprints to find the right ID
List all Wrike folder blueprints in my account and write blueprint name and ID into columns A and B of this sheet
You need a custom field set at project creation
For each row in this sheet, launch a Wrike project from blueprint 12345678 using the name in column A and start date in column B — also set the custom field "Client Tier" to the value in column C
Full onboarding batch in one shot
For each row in the "New Clients" worksheet where column D is blank (meaning not yet launched), create a Wrike project from blueprint 12345678 using column A as name and column B as start date, assign the project owner to the user email in column C, then write the new folder ID into column D and today's date into column E
One prompt handles the conditional launch, the custom field, the ownership assignment, and the status writeback.
Try It
Get the 7-day free trial of SheetXAI and open your monthly client onboarding workbook, then ask it to launch all eight projects before your first kickoff call. Also see exporting custom field values for reporting or the Wrike hub.