The Scenario
It's the last business day of the month. You're a freelance consultant and your invoicing tool is showing one number — your accountant is asking about another. Somewhere between the proposals you sent and the invoices you raised, a few line items got miscounted or categorized wrong. You need every accepted Nusii proposal from this month, with its full line-item breakdown, in a sheet so you can reconcile.
The bad version:
- Open Nusii, filter for accepted proposals, click the first one.
- Scroll to the line items section, note the section name, item name, quantity, unit price. Type it into the sheet.
- Click Back, open the next proposal, repeat — for eight proposals, each with three to six line items.
- Notice halfway through that you forgot to record the section subtotals and have to go back to the beginning.
Nobody hires a consultant to do manual data transcription. But here you are, at 5:30 PM on a Friday, doing exactly that.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It connects to Nusii, fetches every accepted proposal from this month, drills into each one's line items, and writes the full breakdown into the sheet in one pass.
Here is the prompt for this specific task:
Fetch all accepted Nusii proposals accepted this month, then for each proposal retrieve its section line items and write proposal title, section name, line item name, quantity, and price into this sheet
What You Get
- One row per line item across all accepted proposals from this month.
- Columns populated: proposal title, section name, line item name, quantity, unit price.
- Proposals grouped together so all line items for a single proposal appear consecutively.
- Any proposal with no line items still appears as a row with the proposal title and a note, so you can see it was pulled.
What If the Data Is Not Quite Ready
You need a subtotal row per proposal, not just raw line items
For each accepted proposal ID in column A, fetch line items from Nusii and write each item name, unit price, quantity, and line total as rows — group by proposal and add a subtotal row after each group showing total value for that proposal
You need to categorize line items by service type for the reconciliation
Fetch all accepted Nusii proposals this month — for each line item write proposal title, section name, item name, quantity, price, and line total into the sheet — then in an additional column categorize each item as "Design", "Development", or "Other" based on whether the item name contains those words
Some accepted proposals are from last month and should be excluded
Fetch all Nusii proposals with accepted status — filter to only those where the accepted date falls between the first and last day of this month — then for each, retrieve section line items and write proposal title, section name, item name, quantity, unit price, and accepted date into the sheet
Full reconciliation pass: pull, total by category, and flag mismatches
Fetch all accepted Nusii proposals accepted this month — retrieve all line items — write proposal title, section name, item name, quantity, unit price, and line total into columns A through F — add a summary section below the data showing total value per section name category — then in column G flag any line item where quantity is zero or unit price is zero with "Check"
Asking for the filter, the extraction, the categorization, and the flag in one prompt saves you from running four separate passes and stitching them together by hand.
Try It
Get the 7-day free trial of SheetXAI and open a Google Sheet, then ask it to pull this month's accepted proposal line items from Nusii so you can close the books before the end of day. Also see how to export the full proposal pipeline for a win/loss debrief or how to bulk-add updated line items to draft proposals — back to the Nusii Proposals overview.