The Scenario
You run a freelance web design studio. Right now, sitting in your Google Sheet, there are 15 warm prospects — each one with a name, an email, a project description, and a rough budget. You had three discovery calls this week. The pitch window is closing. You need Nusii client records and draft proposals created for all 15 before Monday morning so you can start personalizing them.
The bad version:
- Open Nusii, click New Client, type the name, type the email, save. Repeat 15 times.
- For each new client, click New Proposal, type the project name from the sheet, set the client association, save. That's another 15 clicks.
- Go back to the sheet, manually note which proposal ID corresponds to which row — because nothing writes it back automatically.
This is a situation where the tool you paid for to save time is somehow requiring more of it. You have proposals to write, not client records to type.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the data directly from your spreadsheet and, through its built-in Nusii Proposals integration, creates clients and proposals in one operation. No switching back and forth, no manual entry.
Here is the prompt for this specific task:
For every row in this sheet, create a Nusii client using name from column A and email from column B, then create a proposal titled with the project name from column C, and write the returned proposal ID into column D
What You Get
- One Nusii client record created per row, matched to the name and email in columns A and B.
- One draft proposal per client, titled from column C.
- The returned proposal ID written back into column D as each row processes — so you know exactly which rows succeeded and which to check.
- Any rows that fail surface an error note in column D instead of silently passing.
What If the Data Is Not Quite Ready
Some rows are missing an email address
For every row in this sheet where column B is not empty, create a Nusii client using name from column A and email from column B, then create a proposal titled from column C and write the proposal ID into column D — skip any row where column B is blank and note "Missing email" in column D
Project names contain special characters or punctuation that may cause issues
Clean up the values in column C before using them — remove any leading or trailing spaces, replace double quotes with single quotes, then create a Nusii client and proposal per row using the cleaned title, writing proposal IDs into column D
Client names are full names but Nusii expects first and last separately
For each row, split the name in column A at the first space — treat everything before the space as first name and everything after as last name — then create a Nusii client with first name and last name set correctly, and a proposal titled from column C, writing the proposal ID into column D
Clean duplicates, create records, and flag the result in one pass
Check column A for duplicate names — mark any duplicate rows in column E with "Duplicate, skipped" — then for all remaining rows create a Nusii client from columns A and B, create a proposal from column C, write the proposal ID into column D, and write "Created" into column E
The pattern is to ask for the cleanup condition and the creation action in a single prompt — SheetXAI handles the conditional logic before touching the API.
Try It
Get the 7-day free trial of SheetXAI and open the Google Sheet where your prospects live, then ask it to create Nusii clients and proposals for the whole list at once. Also see how to export your proposals pipeline into a sheet or how to convert a scope-of-work sheet into a Nusii proposal — back to the Nusii Proposals overview.