The Scenario
Someone handed you a spreadsheet. Column A: company names. Twenty of them. The instructions: get all these clients set up in Better Proposals before the kickoff calls start next Monday.
The person who built the original client list is already off the project. The spreadsheet has no IDs, no formatting guidance, just names. You need company records in Better Proposals so that when proposals go out next week, the client association is already there.
The bad version:
- Open Better Proposals, navigate to the companies section, click "Add Company," type the first name from the sheet, save, go back, click "Add Company" again
- Repeat for all 20 companies — 20 separate clicks through the same four-field modal
- Realize at company 14 that you've been creating duplicates for clients who were already in the system, go back and delete the ones you created twice
You have a kickoff deck to finish, three Slack threads to catch up on, and a proposal template to review. The data entry was never supposed to be your afternoon.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It reads your sheet, sees the company names in column A, talks to Better Proposals through the built-in integration, and creates each company record — then writes the new IDs back into the sheet so you have a record.
Create a Better Proposals company for each row in my sheet: column A = company name — create all 20 companies and write the new company IDs back to column B
What You Get
- One Better Proposals company record created per row in column A
- The new company ID written back to column B for each successful creation
- Rows where creation fails — blank name, API error, duplicate — are written with an error note in column B rather than silently skipped
- All 20 processed in a single pass
What If the Data Is Not Quite Ready
Some names have trailing spaces or inconsistent capitalization
For each company name in column A, trim whitespace and normalize capitalization to title case, then create a Better Proposals company record and write the ID to column B — show me the cleaned name in column C
I need to skip companies that are already in Better Proposals
Before creating, check if a company with the same name already exists in Better Proposals — if yes, write the existing ID to column B and "Already exists" to column C; if no, create the record, write the new ID to column B, and "Created" to column C
I have additional data in columns B and C I want to include in the company record
Create a Better Proposals company for each row: column A = company name, column B = website, column C = phone — create all records with all three fields and write the returned company IDs to column D
Deduplicate the sheet, create the companies, and validate the output in one shot
Check column A for duplicate company names — remove duplicates keeping the first occurrence — then for each unique name, create a Better Proposals company record and write the ID to column B; after creating all records, write a count of successful creations in cell D1 and a count of failures in cell D2
One prompt handles the dedup, the creates, and the summary.
Try It
Open a Google Sheet with a list of client names and get the 7-day free trial of SheetXAI. Ask it to create Better Proposals companies from your list and write the IDs back. Then see the revenue reconciliation spoke or the Better Proposals hub.