The Scenario
You are a sales rep. You just got back from a two-day industry conference. You came home with 30 business cards' worth of follow-up promises typed into a Google Sheet: account ID, what you told each person you would do, and by when.
Every one of those follow-ups needs a Salesflare task so they do not fall through the cracks.
The bad version of this Tuesday:
- Open Salesflare, find account 1
- Click "Add Task," type the description, set the due date, save
- Find account 2, repeat
- Thirty times
- Around task 15, your browser tab crashes and you lose track of where you were
- A week later, three people email you asking why they never heard back.
The fast version is one prompt before you unpack your bag.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads the sheet and creates the Salesflare task for each row, so you do not have to open a single account record.
Open the SheetXAI sidebar and type:
For each row in my "Follow-Ups" sheet with account_id in column A, task_description in column B, and due_date in column C, create a Salesflare task and write the returned task_id to column D.
SheetXAI creates the task for every row against the right account, and writes the task_id to column D. Thirty tasks, thirty IDs, all created while you were answering emails.
What You Get
A completed sheet with column D filled:
- Column D — the Salesflare task_id for every created task
Every task is linked to the account from the same row. The task_id in the sheet is the proof.
Need to confirm one was created correctly? Ask SheetXAI to fetch the task details for any ID in column D.
What If the Data Is Not Quite Ready
Post-conference sheets are typed fast and cleaned up later. SheetXAI can handle the rough edges in the same prompt.
When some due dates are relative instead of absolute
You typed "next Friday" in the due_date column instead of a real date.
For each row in "Follow-Ups," convert any relative due dates like "next Friday" or "in 3 days" to real dates before creating the Salesflare tasks. Write the resolved date to column E and the task_id to column D.
When some tasks need to be assigned to a specific rep instead of yourself
A few accounts belong to other reps and you want the task assigned to them.
For each row, if column E has a rep name, create the Salesflare task assigned to that rep. If column E is blank, create it assigned to me. Write the task_id to column D.
When you want to batch-create tasks for all accounts owned by one rep across the whole sheet
Instead of creating one task per row, you want one summary task per account with all the follow-ups combined.
Group the rows in "Follow-Ups" by account_id. For each unique account, create a single Salesflare task with a description that lists all the individual follow-up items for that account. Write the task_id to a new column.
When you want the full post-conference flow in one prompt
You have account names but not Salesflare IDs, and you want both the account looked up and the task created.
For each row in "Follow-Ups," search Salesflare for the account matching the company name in column A. Write the found account_id to column E. Then create a task using the description from column B and due date from column C, attached to that account. Write the task_id to column D.
The pattern: the conference sheet is the inbox, the prompt empties it into the CRM in one go.
Try It
Get the 7-day free trial of SheetXAI and open any sheet with follow-up data, then ask it to create Salesflare tasks. The Salesflare integration is included in every SheetXAI plan. See also how to log meetings from a sheet into Salesflare or the Salesflare in Google Sheets overview.