The Scenario
Your referral program manager has just finished a 30-day verification window. Two hundred referrals passed and need to be approved. Forty-five were flagged for abuse patterns and need to be denied. The decisions are already in a review sheet — column A has the referral ID, column B has the new status. What's missing is six hours of clicking.
She's done this update manually every month for the past three months. The first time it took four hours. The second time she had a browser crash at row 120 and had to start over.
The bad version:
- Open Referral Rock, navigate to Referrals, search for each referral ID.
- Click the status dropdown, select the new status, save.
- Repeat 245 times, in order, without losing your place.
The abuse cases need to be denied before the reward batch runs tonight. The window is about four hours. There's no version of the manual approach that fits.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the referral IDs and new statuses from your sheet and pushes each update to Referral Rock in one pass.
Update the status of every referral in this sheet using the referral ID in column A and the new status in column B — approved, denied, or qualified — and write the result of each update into column C
What You Get
- Column C fills with "updated" or an error note for each row as the updates process.
- All 200 approvals and 45 denials go through in a single operation.
- Failed rows are flagged in column C with the reason, so you can investigate the exceptions without re-running the whole set.
What If the Data Is Not Quite Ready
The status values in column B use different capitalization than Referral Rock expects
Update each referral in this sheet using column A for the referral ID and column B for the new status — normalize the status to lowercase before sending, and write the update result into column C
Some rows in column B say "pass" or "fail" instead of "approved" or "denied"
For each row in this sheet, read the referral ID from column A and map column B values: "pass" becomes "approved", "fail" becomes "denied", then update each referral's status in Referral Rock and write the result into column C
You only want to process rows where column D is marked "ready"
Update the Referral Rock status for each row in this sheet where column D says "ready", using referral ID from column A and new status from column B, and write the update outcome into column E
Normalize status labels, update statuses, and flag rows that need manual review in one shot
In this sheet, map column B values to Referral Rock status labels ("pass" to "approved", "fail" to "denied", "check" to "qualified"), update each referral in column A with the mapped status, write the result into column C, and add "manual review" in column D for any row that returned an error
Encoding the mapping and the update in a single prompt means you get a clean, annotated result with no second pass needed before handing the sheet to the program manager.
Try It
Open the review sheet where your referral decisions live and get the 7-day free trial of SheetXAI. Ask it to push all status updates to Referral Rock in one pass. Related tasks: exporting the referrals pipeline and creating referral records from closed deals — both in the Referral Rock hub.