The Scenario
You run a creative agency. It is the last week of the month and you have just closed six new projects. They have been sitting in your CRM pipeline sheet as "Closed Won" for three days — project name in column A, client in column B, deadline in column C, description in column D, status in column E. They need to be in Motion as projects so your team can start scheduling work against them.
The last time this happened you created eight projects by hand in Motion over the course of 45 minutes, mistyped two client names, and forgot to set deadlines on three of them.
The bad version:
- Filter the pipeline sheet to show only "Closed Won" rows.
- Open Motion. Click New Project. Type the project name. Copy the description from the sheet. Set the deadline. Save.
- Repeat six times. At some point you paste the wrong description into the wrong project and do not notice until the kickoff call.
- Write the Motion project IDs back into the sheet manually, hoping you match the right row to the right ID.
You close projects to grow the business, not to re-enter their data into a second tool.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the pipeline, filters by status, and creates Motion projects for every matching row. Open the sidebar and ask.
Create a Motion project for each row where column E says "Closed Won" — use column A for the project name, column B for the description, and column C for the due date. Write the returned project ID to column F.
What You Get
- A Motion project created for each "Closed Won" row, with the correct name, description, and deadline.
- Motion project IDs written back to column F on the matching rows.
- Rows where column E is not "Closed Won" are skipped — no noise in the output.
What If the Data Is Not Quite Ready
The status column has inconsistent values
Some rows say "Closed Won", some say "closed won", some say "Won" — the filter needs to be fuzzy.
Create a Motion project for each row where column E contains the word "won" (case-insensitive) — use column A for the project name, column B for the description, and column C for the due date. Write the project ID to column F.
The deadlines are missing for some rows
Three rows are missing a deadline — column C is blank.
For rows where column E is "Closed Won", create a Motion project using column A for the name and column B for the description. If column C has a date, use it as the due date; if column C is blank, set the due date to 30 days from today. Write the returned project ID to column F.
Project names need a client prefix
Your naming convention in Motion is "Client — Project Name" but the sheet stores them separately.
For each row where column E is "Closed Won", create a Motion project using a name formatted as column B followed by an em dash followed by column A. Use column D as the description and column C as the due date. Write the project ID to column G.
The pipeline needs cleanup, dedup, and project creation in one shot
After a team spreadsheet merge, some "Closed Won" rows are duplicated and a few descriptions are blank.
In the Pipeline tab, remove duplicate rows where column A and column B match exactly. For rows where column D is blank, set the description to "No description provided". Then for each unique row where column E is "Closed Won", create a Motion project using column A for the name, column D for the description, and column C for the due date. Write the project ID to column F.
Ask for the data cleanup and the project creation together — no intermediate steps.
Try It
Open your pipeline sheet with closed deals and Get the 7-day free trial of SheetXAI and ask it to create Motion projects for every "Closed Won" row. For related workflows, see how to export all Motion projects for a portfolio dashboard or batch-update task priorities from a sheet.