The Scenario
Your deal sourcing manager set up an Affinity Saved View called "High Priority SaaS" — it filters to SaaS companies with ARR above $1M, created in the last 90 days, assigned to your team. It took an hour to configure and surfaces exactly the 55 companies you care about.
A co-investor who doesn't have Affinity access asked to see the list. You need to share it as an Excel workbook by end of day.
The bad version:
- Try to export the saved view directly — discover Affinity's export doesn't honor the saved view filters, it just exports the whole list.
- Manually recreate the filters in Excel's filter toolbar, realize you can't replicate the "assigned to my team" condition without knowing the exact owner names, and spend 30 minutes on something that should have taken two.
- Export the full list CSV, import it into the workbook, manually filter and delete the rows that don't match the saved view, and send something you're not entirely confident in.
The saved view exists because someone already did the filter work. You shouldn't have to redo it.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. Through its Affinity integration, it can fetch rows from a specific Saved View — applying the filters already configured in Affinity — and write them directly into your workbook. The filter logic stays in Affinity where it was built.
Pull the entries from my Affinity 'Q2 Follow-ups' saved view into this workbook with all available field columns, one row per entry starting at row 2
What You Get
- One row per company that appears in the saved view.
- All available list-level fields written to columns starting at A.
- The output reflects the view's existing filters — you're not re-filtering after the fact.
- Row 1 is left intact for your column headers, data starts at row 2 as specified.
What If the Data Is Not Quite Ready
You want only a subset of the saved view's columns
Fetch all rows from my 'High Priority SaaS' Affinity saved view and put only the company name, ARR, stage, and assigned partner into columns A through D of this workbook starting at row 2
The view has companies with missing ARR values that you want to flag
Fetch all rows from my 'High Priority SaaS' Affinity saved view and paste them into this workbook. For any row where ARR is blank, put "Missing" in the ARR column rather than leaving it empty.
You need to merge two saved views into one workbook
Fetch all rows from my 'High Priority SaaS' Affinity saved view and write them to this workbook starting at row 2, then fetch all rows from my 'Q2 Follow-ups' saved view and write them below, adding a column that labels which view each company came from
Full kill-chain: fetch the view, normalize field values, flag incomplete rows, and sort before writing
Fetch all rows from my 'High Priority SaaS' Affinity saved view into this workbook. Remap stage labels to: "Prospect" → "Early", "Active Diligence" → "Diligence", "Term Sheet" → "LOI". Flag rows where ARR or stage is missing with "Incomplete" in a new column. Sort by ARR descending. Write starting at row 2.
One prompt covers the extraction, the normalization, and the sort — so the workbook you share is already presentation-ready.
Try It
Get the 7-day free trial of SheetXAI and open a fresh Excel workbook, then ask it to pull the rows from whichever Affinity Saved View you need to share externally. For building a full inventory of all your Affinity lists, see Export All Affinity Lists and Field Schemas Into an Excel workbook or the Affinity integration overview.