The Scenario
The agency just closed eight new contracts in one week. The project coordinator has a Google Sheet with all the details — client IDs, project names, budget amounts, contract types. Eight rows. Everything needed to create the projects in MOCO.
She also has to set up task lists, invite team members, and confirm start dates — all before Monday's kickoff calls. Creating the eight projects manually in MOCO is not the long part, but it is the part that has to happen first, and it is the part that is in her way right now.
The bad version:
- Open MOCO, click New Project, fill in project name, select the customer from a dropdown, set the contract type, enter the budget — save. Repeat seven more times.
- Realize on project 5 that the budget format needs to be in the currency MOCO expects, not what the sales team wrote in the sheet — go back and fix projects 1 through 4.
- Check the sheet and the newly created projects side by side to confirm nothing was mistyped.
Eight projects is manageable. When the agency wins 20 contracts in a quarter, it is a recurring time sink with real error risk.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the project data and uses its built-in MOCO integration to create all eight projects in one pass.
Create a MOCO project for each row in my Projects tab — column A is project name, B is customer ID, C is project type, D is budget amount
What You Get
- One MOCO project created per row, with the name, customer, type, and budget from the sheet.
- Column E populates with the MOCO project ID and creation status for each row.
- Any row where the customer ID doesn't exist in MOCO surfaces as an error immediately.
- The Projects tab is not modified; status writes go to the dedicated column.
What If the Data Is Not Quite Ready
The customer IDs in the sheet are company names, not MOCO numeric IDs
Look up each company name in column B against MOCO customers, resolve them to customer IDs, and then create a MOCO project for each row in my Projects tab using the resolved IDs, project names in column A, types in column C, and budgets in column D
Some rows have an hourly budget, others have a fixed budget — they need different contract types
Create MOCO projects from my Projects tab. For rows where column C says hourly, use a time-and-material contract type. For rows where column C says fixed, use a fixed-price contract type. Column A is project name, B is customer ID, D is budget.
I need to add a standard set of tasks to each project right after creation
Create a MOCO project for each row in my Projects tab (columns A through D). After each project is created, add three standard tasks to it: Discovery, Implementation, and Handover — all billable.
Create all projects, validate the budgets against an approved list, and flag discrepancies
Create MOCO projects for all rows in my Projects tab. After creation, compare the budget in column D against the Approved Budgets tab (matched on project name). Flag any row where the budget differs from the approved amount in a Discrepancy column.
Eight projects created, confirmed, and cross-checked before the first kickoff call.
Try It
Get the 7-day free trial of SheetXAI and open the Google Sheet where you track new project briefs, then ask it to create the MOCO projects for every row. Then read the spoke on bulk-adding tasks to a new project once the shells are in place.