The Scenario
The onboarding specialist who handled your top 80 accounts left last month. Before she went, she kept a Google Sheet of onboarding notes — one row per customer ID, one column of notes she'd collected during setup calls. Those notes need to exist inside Ascora, attached to each customer record, so whoever inherits the accounts can see them without hunting through a departed colleague's spreadsheet.
The bad version:
- Open Ascora. Search for customer ID from row one. Open the record. Click "Add Note." Paste the note from column B. Save.
- Repeat for 80 rows.
- Get to row 40, realize you pasted the wrong note because the rows looked similar, go back, fix it.
- Block out the afternoon. This is going to take a while.
Notes shouldn't require 80 separate UI interactions to attach to 80 records.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the customer ID and note text from each row and through its Ascora integration creates a note on each customer record in one operation.
For each row in this sheet, create an Ascora note on the entity with the ID in column A (type: customer), using the text in column B as the note content.
What You Get
- One Ascora note created per sheet row, attached to the customer record matching the ID in column A.
- SheetXAI processes all 80 rows without you monitoring it.
- Rows that fail — invalid ID, blank note text — surface with an error note rather than stopping the rest.
- When done, every customer in Ascora has the onboarding context the next account manager needs.
What If the Data Is Not Quite Ready
Notes are written in first person ("I called her on the 3rd…") and should be prefixed with the previous rep's name for context
Before creating notes, prepend the text 'Note from Sarah Chen: ' to each entry in column B. Then for each row, create an Ascora note on the customer with the ID in column A using the updated column B as the note content.
Some customer IDs in column A are blank — the sheet has gaps from records the previous rep never linked
Skip any row where column A is blank. For all rows with a customer ID in column A, create an Ascora note using the text in column B as the note content. Write 'Done' in column C for completed rows and 'Skipped — no ID' for blank rows.
Notes need to be attached to jobs, not customers — the IDs in column A are job entity IDs
For each row in this sheet, create an Ascora note on the entity with the ID in column A (type: job), using the text in column B as the note content. Write 'Done' in column C when complete.
Full handover operation: prefix names, skip blanks, attach to customers, and write a completion status
Prepend 'Handover note from Sarah Chen: ' to each entry in column B. Skip any row where column A or column B is blank — write 'Skipped' in column C for those. For all other rows, create an Ascora note on the customer with the ID in column A using the updated note text. Write 'Done' in column C for each successful row and the error message in column C for any row that fails.
One prompt to close out a handover that would otherwise consume an afternoon.
Try It
Get the 7-day free trial of SheetXAI and open the handover sheet with customer IDs in column A and note text in column B, then ask SheetXAI to attach a note to each Ascora customer record. See also: bulk import customers into Ascora and search Ascora jobs by keyword. Hub: Ascora integration overview.