The Scenario
A client calls. They want a summary of every job your team has done for them in the last six months — job numbers, statuses, and scheduled dates — so they can prepare for a contract renewal meeting. You have their account in Ascora. You need the data in an Excel workbook by end of day.
The bad version:
- Open Ascora, go to job search, type in the customer name.
- Ascora returns a paginated list. You can't export it cleanly.
- Start transcribing job numbers and dates into the workbook, page by page.
- Realize you've missed some because Ascora's search returned partial matches and you didn't catch it.
A client-facing report built on manual transcription from a paginated UI is not a sustainable workflow.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It searches Ascora for matching jobs and writes the results directly into a worksheet — no pagination, no manual transcription.
For each customer name in column A of this Excel sheet, search Ascora for their jobs and write job number, job type, status, and scheduled date into columns B through E.
What You Get
- Every Ascora job matching each customer name lands in the workbook, one row per job.
- Job number, job type, status, and scheduled date in separate columns.
- If a customer name in column A returns no results, SheetXAI writes a note in column B indicating that rather than leaving the row blank.
- The results are ready for the client renewal report without reformatting.
What If the Data Is Not Quite Ready
You need to search by a keyword, not a customer name — results from across all accounts
Search Ascora for jobs matching the keyword in cell B1 and write each matching job's job number, name, status, customer, and address into the 'SearchResults' worksheet.
Results include jobs from multiple statuses and you only want Completed and Invoiced
For each customer name in column A, search Ascora for their jobs and filter to only those with status 'Completed' or 'Invoiced'. Write job number, job type, status, and scheduled date into columns B through E.
The customer name in Ascora is slightly different from what's in column A — you need a partial match
For each name in column A, search Ascora for jobs where the customer name contains any word from column A. Write matching job number, job type, status, and scheduled date into columns B through E. Write 'No match found' in column B for any name that returns no results.
Contract renewal prep: search multiple accounts, filter by date, add job count summary rows
For each customer name in column A, search Ascora for jobs with a scheduled date between the dates in cells D1 and D2. Write matching job number, status, and scheduled date into columns B through D. After each customer's rows, insert a summary row showing the total job count for that customer, labeled 'Total jobs'. Leave a blank row between customers.
Everything needed for a renewal meeting, organized in one prompt.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook with customer names in column A, then ask SheetXAI to search Ascora jobs and write the results. Related: export Ascora jobs by status and date and bulk create quotations from leads. Hub: Ascora integration overview.