The Scenario
The forecast call is in 90 minutes. You are a head of sales and the CFO asked for a pipeline coverage model before the meeting. The data lives in the "Active Deals" list in Attio — 95 entries with deal value, stage, close date, and linked company. The coverage model is an Excel workbook your finance team built. It has a RawPipeline sheet that needs to be populated.
You've exported from Attio before. The list export doesn't exist in the UI. To get list entries you'd export all deals, then cross-reference against a separate list export, then join the two in Excel. You did this three months ago and it took 30 minutes.
You have 90 minutes total.
The bad version:
- Re-run the full export-and-join workflow. Spend 30 of your 90 minutes on it.
- Pull the data through the API — which requires finding the right endpoints, handling pagination, and reshaping the JSON into the format the model expects.
- Ask the ops analyst, who is also prepping for the forecast call.
The model needs clean data. The call doesn't move.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. Through its built-in Attio integration it pulls list entries directly, resolves linked deal and company fields, and writes them into the worksheet in the structure you need.
List every entry in the Attio list with slug 'active-deals' and populate this Excel sheet with entry ID, parent company name, stage, and value in columns A through D.
What You Get
- One row per list entry, all 95 records written automatically.
- Parent company name resolved from the linked record — not a raw ID.
- Stage and value in the columns you specified, ready for the model's formulas.
What If the Data Is Not Quite Ready
The model needs the deal name and close date alongside company and stage
Export all entries from the Attio list 'active-deals' with deal name, stage, value, close date, and company name into this Excel sheet — one row per entry.
You only want deals closing in the current quarter
Export all entries from the Attio 'active-deals' list where close date falls within Q2 2026; write deal name, stage, value, close date, and company name into this Excel sheet.
You want weighted value added for the model
Export all 'active-deals' entries with deal name, stage, value, and company name; add WeightedValue (Prospecting 10%, Qualified 25%, Proposal Sent 50%, Negotiation 75%); write all columns including WeightedValue into this Excel sheet.
Full export with weighted value and coverage flags in one pass
Export all 'active-deals' list entries with deal name, stage, value, close date, and company name; add WeightedValue using stage percentages; add CoverageFlag: 'at risk' if close date is within 30 days and stage is Prospecting, otherwise blank; write all columns into this Excel sheet.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook used for pipeline reporting or forecast modeling, then ask it to pull the Attio list data into it. The Attio integration is included in every SheetXAI plan. See also the spoke on adding contacts to an Attio list, or the hub for a full comparison of Attio integration methods.