The Scenario
You are a sales rep who came back from two weeks out to find 43 unassigned Enterprise-tier companies in Attio. An import happened while you were gone. No one set owners. The SDR team rule is not to touch unassigned accounts. Nothing has happened with these companies in two weeks.
Your accounts manager wants a list of all 43 in an Excel workbook so they can be distributed to the team in today's stand-up. The stand-up is in 90 minutes.
You open Attio. You build a filter: account_tier is Enterprise, owner is empty. You see 43 results. You look for an export button. There is no export button for a filtered view.
The bad version:
- Export all company records from Attio, paste them into Excel, filter the spreadsheet for Enterprise tier and blank owner, delete the other 1,157 rows.
- Copy the 43 records by hand from the Attio UI into Excel.
- Take a screenshot of the filtered Attio view and paste it into a Word document, which will generate a follow-up question from the accounts manager about why it's not a spreadsheet.
The filter is two conditions. The result should take two minutes.
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 runs the server-side filter and writes only the matching records into the worksheet — no export of all 1,200 companies, no manual filtering in Excel.
Find every Attio deal where stage is 'Proposal Sent' and close date is before today; write deal name, value, company name, and close date into this Excel sheet.
What You Get
- One row per matching company — only the 43 unassigned Enterprise accounts.
- Company name, domain, and record ID in the columns you specified.
- The filter runs server-side — Attio returns only the matching records, not the full dataset.
What If the Data Is Not Quite Ready
You also want to see who last touched each account
Query all Attio Enterprise companies with no owner; write company name, domain, record ID, and the email of the last member to update the record into this Excel sheet.
You want to distribute the 43 accounts across three reps in the workbook
Query all Attio Enterprise companies with no owner; write company name, domain, and record ID into this Excel sheet; add an AssignedRep column distributing rows evenly across rep1@co.com, rep2@co.com, and rep3@co.com in round-robin order.
The filter uses a custom attribute added last quarter
Query all Attio company records where renewal_date is within the next 60 days and csm_owner is empty; write company name, domain, renewal_date, and record ID into this Excel sheet.
Filter, distribute, update Attio, and log in one pass
Query all Attio Enterprise companies with no owner; write company name, domain, and record ID into this Excel sheet; distribute them across rep1@co.com, rep2@co.com, and rep3@co.com; then update the owner field in Attio for each record; write 'assigned to [rep]' in a Result column.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook where you want filtered Attio data to land, then ask it to run the query. 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.