The Scenario
The board call is in four hours. You are a VP of Sales who needs a pipeline coverage model in front of the CFO. All 320 deals are in Attio — stage, value, close date, linked company. None of them are in the Excel model the CFO uses. The model has a tab called RawPipeline that needs to be populated.
You've done the export manually before. Attio's deal CSV comes out with linked company as a record ID, owner as a user ID, and columns in Attio's internal order. The last time you ran this workflow you spent 45 minutes reformatting it before it was usable.
The bad version:
- Export deals from Attio, open in Excel, reformat, replace IDs with readable values using separate exports for companies and members, paste the joined result into RawPipeline.
- Pull it through the API by hand — which requires finding the right endpoint, authenticating, handling pagination, and parsing JSON output into a flat table.
- Call someone technical at 7 AM and explain why you need this in the next two hours.
Every minute spent on the export is a minute not spent on the actual analysis.
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 deal records directly into the worksheet with linked company names resolved and pagination handled automatically.
List every deal in my Attio workspace and populate this Excel sheet with deal ID, name, status, value in USD, close date, and company name in columns A through F.
What You Get
- One row per deal, all 320 records written automatically.
- Company name resolved from the linked record — not a raw ID.
- Value as a numeric USD amount, not a formatted string.
- Close date in a consistent format Excel can parse for the model's formulas.
What If the Data Is Not Quite Ready
You only want open deals, not closed ones
List every Attio deal where stage is not 'Closed Won' and not 'Closed Lost'; write deal ID, name, stage, value, close date, and company name into this Excel sheet.
You need a CloseQuarter column for the model
Export all open Attio deals with deal ID, name, stage, value, close date, and company name; add a CloseQuarter column derived from the close date (Q1 2026, Q2 2026, etc.); write all columns into this Excel sheet.
The model also needs the deal owner's name
List every Attio deal with deal ID, name, stage, value, close date, company name, and owner name; write one row per deal into this Excel sheet.
Full export with coverage flags and weighted value in one pass
Export all open Attio deals with deal ID, name, stage, value, close date, and company name; add WeightedValue (Prospecting 10%, Qualified 25%, Proposal Sent 50%, Negotiation 75%); add CoverageFlag: 'at risk' if close date is within 14 days and stage is Prospecting or Qualified, otherwise blank; write all columns into this Excel sheet.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook you use for pipeline modeling or board reporting, then ask it to pull the Attio deals into it. The Attio integration is included in every SheetXAI plan. See also the spoke on exporting company records, or the hub for a full comparison of Attio integration methods.