The Scenario
The campaign send is Thursday. You are a marketing operations manager and the email verification vendor needs a file by Wednesday afternoon. You need every person record from Attio — full name, primary email, job title, linked company — in an Excel workbook that you can upload to the verification tool.
You've pulled this export before. Attio's person CSV stores email addresses in a nested structure that comes out as a JSON blob in Excel. The last export took 20 minutes of formula work to unwrap into a usable primary email column, another 15 to VLOOKUP company names from the company export, and then time fixing column order to match the vendor template.
The bad version:
- Re-run that same export workflow, re-do the same formula work, accept that this is your recurring tax for working across two systems that don't natively connect.
- Write a macro to automate the reformatting — add it to the backlog, run the manual workflow for now.
- Ask the dev who helped last quarter, who has moved to a different team.
Thursday's send does not move. The verification file needs to be clean.
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 person records with primary email extracted and company name resolved — no formula unwrapping, no secondary lookup.
List every person in Attio and write their record ID, name, email addresses, job title, and primary location into this Excel sheet one per row.
What You Get
- One row per person, all records written automatically.
- Primary email extracted from Attio's multi-value structure — not a JSON blob.
- Company name resolved from the linked record — not a record ID.
- Columns in the order you specified, ready for the vendor's upload template.
What If the Data Is Not Quite Ready
You only want contacts linked to SaaS companies
Export all Attio person records where the linked company's industry is 'SaaS'; write record ID, full name, primary email, job title, and company name into this Excel sheet.
The vendor wants first name and last name in separate columns
Export all Attio person records with separate first name and last name columns, along with primary email, job title, and company name; write one row per person into this Excel sheet.
You want to exclude contacts already tagged as verified
Export all Attio person records that do not have the tag 'email-verified'; write record ID, full name, primary email, job title, and company name into this Excel sheet.
Export, deduplicate on email, flag missing job titles, in one pass
Export all Attio person records into this Excel sheet with record ID, full name, primary email, job title, and company name; if two rows share the same primary email mark the duplicates with 'dup' in a QualityFlag column; if job title is empty mark 'missing title'; otherwise leave QualityFlag blank.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook you use for campaign list preparation, then ask it to pull your Attio contacts into it. The Attio integration is included in every SheetXAI plan. See also the spoke on bulk-importing person records, or the hub for a full comparison of Attio integration methods.