The Scenario
You are a VP of Sales. Every Monday at 9 AM your team runs a pipeline review. The data is in Apollo. The call is easier when everyone can see the deals in a shared Excel workbook saved to SharePoint, annotate in a side column, and sort without leaving the tab.
The problem: by Sunday night, someone has to pull the data from Apollo.
The slow version of Sunday night:
- You log into Apollo, filter deals to open, export to CSV
- Import the CSV into Excel, but the column names differ from last week's version
- The commentary column your team added last week got wiped because the import replaced the whole tab
- You paste the annotations back from a backup tab you keep just for this
- Monday's 9 AM starts with a workbook that is half last week's data and half this week's.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that pulls the live deal data from Apollo and writes it into the right columns without touching the annotation column your team maintains.
Open the SheetXAI sidebar and type:
Pull all open deals from Apollo and write deal name into column A, stage into column B, deal value into column C, owner name into column D, and expected close date into column E of the Pipeline tab. Sort by close date ascending. Do not overwrite anything in column F — that is the team commentary column.
SheetXAI fetches the current pipeline from Apollo and writes it into columns A through E, leaving column F alone. The team's annotations survive.
What You Get
A live pipeline workbook with:
- Column A — deal name
- Column B — current stage
- Column C — deal value
- Column D — owner
- Column E — expected close date, sorted ascending
- Column F — team commentary, untouched
The workbook reflects Apollo's current state, not a Friday snapshot.
What If the Data Is Not Quite Ready
Pipeline data from Apollo has its own messiness. SheetXAI handles filtering and analysis alongside the pull.
When you only want deals closing this quarter
Pull all open Apollo deals with a close date on or before June 30, 2026. Write deal name, stage, value, owner, and close date into columns A through E of the Pipeline tab, sorted by close date. Do not overwrite column F.
When you want deals grouped by owner for the review
Pull all open Apollo deals and write deal name, stage, value, owner, and close date into columns A through E of the Pipeline tab. Sort first by owner alphabetically, then by close date within each owner's block. Do not overwrite column F.
When you want a deal health score added alongside the pull
Pull all open Apollo deals and write deal name, stage, value, owner, close date, and stage last updated date into columns A through F of the Pipeline tab. In column G, write "At risk" for any deal where the stage has not changed in more than 30 days, and "On track" for everything else. Do not overwrite column H.
When you want the pull, the scoring, and a summary in one shot
Pull all open Apollo deals and write deal name, stage, value, owner, and close date into columns A through E of the Pipeline tab. Sort by close date. Score each deal in column F from 1 to 10 based on deal value and days remaining to close. Then write a three-sentence pipeline summary in cell H1 covering total open value, the three highest-value deals, and any deals at risk of slipping past quarter end.
The pattern: pulling and analyzing are one prompt. The workbook is ready before the call starts.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where your team does pipeline review, then ask it to pull open deals from Apollo. The Apollo integration is included in every SheetXAI plan. For related workflows, see how to bulk-update contact stages from an Excel workbook or the Apollo in Excel overview.