The Scenario
Your fund tracks 120 portfolio companies in Affinity. Every company is supposed to be on two lists: the Portfolio Monitoring list and the LP Reporting list. Someone added 30 new companies over the past quarter and wasn't consistent about adding them to both. You've been asked to audit the memberships before the next LP data pull.
You have 120 company names in column A of your tracking workbook. You need column B to say which Affinity lists each company appears on — so you can spot the gaps at a glance.
The bad version:
- Open Affinity, search for the first company, click into its record, scroll down to see which lists it appears on, type that into column B of your workbook.
- Repeat 119 more times.
- At row 60, realize you're not sure if "Portfolio Monitoring" and "Portfolio — Monitoring" are the same list or two different lists, and have to go back and check the ones you already filled in.
120 lookups. Probably three hours. Almost certainly with errors.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. Through its Affinity integration, it can look up each company in column A against Affinity and write the list memberships into column B — all 120 in one shot. No manual searching, no record-by-record clicking.
Check each company name in my Excel table against Affinity and fill in a new column with all the Affinity list names that company belongs to, comma-separated
What You Get
- Column B populated for every row in your workbook.
- List names comma-separated if a company appears on more than one list.
- Companies with no Affinity match get "Not found in Affinity" rather than a blank.
- Companies on zero lists get an empty string in column B, making the gaps immediately visible when you filter.
What If the Data Is Not Quite Ready
You want a separate column for each list rather than comma-separated
For each company in column A, look up its Affinity list memberships and write one column per list: "Portfolio Monitoring" in column B (TRUE/FALSE) and "LP Reporting" in column C (TRUE/FALSE)
Some company names in your workbook don't exactly match Affinity
For each company in column A, search Affinity for the closest matching company name and write the Affinity list memberships in column B. If no close match is found, write "No match" in column B.
You want to flag companies missing from one specific list
For each company in column A, check if they're on the 'LP Reporting' list in Affinity and write "Present" or "Missing" in column B
Full kill-chain: check memberships, flag missing entries, add action column, write to workbook
For each company in column A, look up which Affinity lists they're on and write the list names in column B. In column C, write "Incomplete" if the company is missing from either 'Portfolio Monitoring' or 'LP Reporting', otherwise write "OK". Sort rows so "Incomplete" companies appear at the top.
One prompt gives you an audit-ready table — the gaps are at the top, the clean entries are below.
Try It
Get the 7-day free trial of SheetXAI and open your portfolio tracking workbook, then ask it to fill in the Affinity list memberships for each company in column A. For a full inventory of all your Affinity lists and their field schemas, see Export All Affinity Lists and Field Schemas Into an Excel workbook or the Affinity integration overview.