The Scenario
Q2 post-mortem time. Your talent analytics lead wants to know which sourcing channels actually converted — not just which ones drove application volume, but which ones produced candidates who reached the offer stage. She needs the data in a pivot-ready Excel workbook so she can build the analysis herself.
The data is spread across every application record in Ashby. There is no built-in "sourcing attribution" export.
The bad version:
- Click into job 1 in Ashby. Click through each application. Note the source. Note the current stage. Go to Excel. Enter the row.
- Click into job 2. Repeat for all 15 open jobs and the half-dozen that closed in Q2.
- Somewhere around application 80 you realize Ashby displays "LinkedIn" for both "LinkedIn Recruiter" and "LinkedIn - Organic" as distinct sources, but you have been writing both as "LinkedIn." The analysis is now inaccurate.
There are hundreds of applications. Each has a source field you need to pull consistently. This is not a manual task.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It pulls application data from Ashby through a built-in integration and writes it into the workbook in one operation — source labels exactly as Ashby stores them.
Pull all Ashby applications for jobs in the Excel 'OpenRoles' table and write source name, credited recruiter, current stage, and application date into the 'SourceAttribution' sheet.
SheetXAI queries Ashby applications for each job in the OpenRoles table, resolves source and stage labels from their IDs, and writes one row per application into SourceAttribution.
What You Get
- One row per application with source name, credited recruiter, current stage, and application date.
- Source labels exactly as Ashby stores them — no collapsing distinct sources into one label.
- The SourceAttribution worksheet is pivot-ready immediately.
- Your analytics lead can build the channel-to-offer conversion view herself without waiting for another pull.
What If the Data Is Not Quite Ready
You also want to know whether each application reached the offer stage
Pull all Ashby applications for jobs in the OpenRoles table. Write source name, credited recruiter, current stage, and application date into SourceAttribution. In the next column, write "Reached Offer" if the current stage is "Offer" or any downstream stage, otherwise leave blank.
You want to filter to applications sourced by specific recruiters
Fetch all Ashby applications from the last 6 months where the credited recruiter email is in the Recruiters table on the References worksheet. Write candidate name, job title, application source, and current stage into the SourceAttribution worksheet.
You want to break down sourcing attribution by quarter
Fetch all Ashby applications created in the last 12 months for jobs in the OpenRoles table. Write source name, current stage, and application date into SourceAttribution. In the next column, label each row as Q1, Q2, Q3, or Q4 based on the application date.
Pull all application data, group by source, and calculate offer conversion rate per channel
Pull all Ashby applications for jobs in the OpenRoles table. Write source name, current stage, and application date into SourceAttribution. Below the data, add a summary table showing each distinct source, total applications, and how many reached the offer stage.
The summary table is the deliverable your analytics lead actually needs. She gets the answer and the raw data in one pull.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with a list of Ashby job IDs, then ask it to pull six months of application data with source attribution into a SourceAttribution worksheet. See also the spoke on auditing job posting details for compliance, or return to the Ashby overview.