The Scenario
You are the finance ops manager at a company that hired fifteen new employees in a single onboarding cohort. It is Tuesday morning. Every new hire needs a Brex card before the all-hands on Friday.
Your People team sent you a Google Sheet: column A is Brex user ID, column B is the card nickname, column C is the monthly spend limit. Fifteen rows, each one a person who needs a card.
The slow version:
- Open Brex admin, navigate to Cards, click Issue Card
- Search for user ID one by one
- Set the card nickname, set the spend limit, click Issue
- Repeat fifteen times
- Realize on hire twelve that you set the wrong limit for hire three because you were copying from the wrong row
- Go back and fix hire three while the other twelve wait.
The fast version is one prompt and you close the tab.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads every row in the sheet and issues every card in Brex without you opening the Brex admin once.
Open the SheetXAI sidebar and type:
Create a Brex card for every row in this sheet. Use the Brex user ID from column A as the user, the card nickname from column B as the card title, and the value in column C as the monthly spend limit. Write "Issued" or the error message into column D for each row.
SheetXAI iterates through all fifteen rows, calls Brex's card issuance endpoint for each, and writes the result into column D. Fifteen rows, fifteen statuses, no Brex UI.
What You Get
Column D populated with a status for every row:
- "Issued" — card created successfully
- Error message — if something went wrong (user not found, limit format invalid, etc.)
No tab-switching, no search-by-user, no limit typo. The values come from the sheet, not from your memory.
If two rows fail, fix those two rows and re-run. SheetXAI re-processes only the rows that need it.
What If the Data Is Not Quite Ready
New-hire card sheets always arrive with at least one problem. SheetXAI handles the issues inline.
When some user IDs are missing
The People team forgot to fill in Brex user IDs for three hires who are not yet in Brex.
For each row in this sheet, check whether the Brex user ID in column A exists in Brex. If it does, issue the card with the nickname from column B and limit from column C. If the user does not exist in Brex, write "User not found — invite first" into column D and skip that row.
When limits are in mixed formats
Some rows have limits as "5000," some as "$5,000," some as "5k." Brex expects a clean number.
Before issuing cards, normalize the spend limit in column C across all rows to a plain integer (remove dollar signs, commas, and "k" suffixes). Then issue a Brex card for each row using the normalized limit. Write the final numeric limit that was submitted and the result into columns D and E.
When different card types are needed
Most new hires get a physical card, but contractors in the sheet should get a virtual card only.
For each row in this sheet, read the Employment Type column in column D. If it says "Full-Time," issue a physical Brex card. If it says "Contractor," issue a virtual card. Use the user ID from column A, nickname from column B, and limit from column C. Write the card type issued and the result into columns E and F.
When you need to issue cards and set departments in one pass
Some of the new hires are not yet assigned to a department in Brex, which your finance policy requires before card issuance.
For each row in this sheet, first check whether the Brex user in column A has a department assigned. If not, assign the department listed in column E. Then issue a Brex card using the nickname from column B and the limit from column C. Write the full status of both operations into column F.
The pattern: describe the final state you need, not the sequence of steps. SheetXAI handles the conditional logic.
Try It
Get the 7-day free trial of SheetXAI and open the card issuance sheet your People team sends for the next cohort, then ask it to issue all the Brex cards in one go. The Brex integration is included in every SheetXAI plan. See also how to bulk-create departments and job titles before onboarding or the Brex in Google Sheets overview.