The Scenario
QBR season starts in 10 days. You are an account manager and your 80 key accounts are in Attio. Every call, site visit, and email summary from the past year is attached as a note on each company record. Your manager wants a relationship history workbook before the reviews begin — company name, note title, created date, note body — so the team can prep talking points without clicking through Attio record by record.
You open the first company. Fourteen notes. You copy the first note's title. Switch to Excel. Paste. Copy the date. Paste. Copy the body. Paste. Back to Attio. Next note.
You got through one company in seven minutes. You have 79 more.
The bad version:
- Continue manually and spread the work across three evenings before the QBR prep session.
- Look for a notes export in Attio — find that the export covers object records, not note content.
- Ask the ops lead to pull it via the API, hear it will take a week to get to.
Ten days is not as much runway as it sounds when the prep has to happen before the reviews start.
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 fetches all notes for each company record ID and writes them as rows into the worksheet — one row per note, across all 80 accounts.
Pull all Attio notes for person records in the Excel 'KeyContacts' table and write note title, author, created_at, and text into the 'RelationshipHistory' sheet.
What You Get
- One row per note across all 80 companies — potentially hundreds of rows, written automatically.
- Company name, note title, created date, and note body in separate columns.
- Companies with no notes produce no rows — the output is clean.
What If the Data Is Not Quite Ready
You want company name in the output alongside the record ID
For each company record ID in column A, fetch all Attio notes and write company name, note title, created date, and note body into new rows in this Excel sheet.
You only want notes from the last 12 months
For each company record ID in column A, fetch Attio notes created after 2025-05-01; write company name, note title, created date, and note body into new rows.
You want person-level notes instead of company notes
Pull all Attio notes for the person record IDs in column A; write the person's full name, note title, created date, and note body into new rows in this Excel sheet.
Fetch notes, filter by recency, summarize long ones, flag action items, in one pass
For each company record ID in column A, fetch Attio notes from the past 12 months; summarize any note body over 300 words to 2-3 sentences; flag notes mentioning 'follow-up' or 'action item' with 'action' in a Flag column; write company name, note title, created date, note body or summary, and Flag into new rows.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook you use for account prep or relationship documentation, then ask it to pull your Attio notes 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 overview of Attio integration methods.