The Scenario
Monday morning. Your recruiting manager runs a weekly pipeline review and she needs the ATS data before the 10 AM call.
All active applications across eight open positions — candidate name, job title, current stage, application date — in an Excel workbook the full team can see.
Last week someone pulled this manually: opened BambooHR, went to each of the eight jobs, exported a CSV per job, combined eight files in Excel. It took an hour and the standup started before the workbook was ready.
The bad version:
- Open BambooHR ATS, navigate to the first open job, export the candidate list.
- Repeat for jobs two through eight.
- Open eight CSVs in eight separate Excel worksheets.
- Combine them into one worksheet, add a Job Title column since the individual CSVs don't include it.
- By the time you finish, the standup ended 20 minutes ago.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to BambooHR ATS and pulls all active applications across every open role in a single call.
Pull all BambooHR ATS applications for the job IDs listed in column A of this Excel sheet and write applicant name, email, status, and applied date into the 'Pipeline' sheet.
SheetXAI reads the job IDs from column A, queries BambooHR ATS for each, and writes every active application into the Pipeline worksheet — one row per candidate, all jobs combined.
What You Get
- One row per active application across all jobs in column A.
- Columns: applicant name, email, current stage, application date.
- All jobs in one worksheet — no manual combining of per-job exports.
- Repeatable: same prompt next Monday takes about 30 seconds.
What If the Data Is Not Quite Ready
You want to flag candidates stalled in the same stage for more than 14 days
Pull all active BambooHR ATS applications for the job IDs in column A and write into the Pipeline sheet. Add a Stalled column: 'yes' if application date is more than 14 days ago and stage is 'Phone Screen' or 'Application Review', otherwise blank.
You need a summary row per job at the top of the workbook
Pull all active BambooHR ATS applications for the job IDs in column A. Write a summary section starting at row 1 with one row per job title showing the count of active applications. Write the full candidate list below row 10 in the Pipeline sheet.
You need each job's applications on its own worksheet
Pull all active BambooHR ATS applications for the job IDs in column A. Create one worksheet per job — name each worksheet after the job title — and write applicant name, email, stage, and application date into each.
Full pipeline with stage age, summary, and flag in one prompt
Pull all active BambooHR ATS applications for the job IDs in column A. Calculate DaysInStage as today minus application date. Write a summary block at row 1 (one row per job, application count). Write the full list below row 8 in the Pipeline sheet with columns: name, email, job title, stage, application date, DaysInStage. Write 'follow up' in a final column for any row with DaysInStage over 10.
The pattern: data pull, derivations, and summary all happen in one instruction.
Try It
Get the 7-day free trial of SheetXAI and open your recruiting workbook before Monday's standup, then ask it to pull the BambooHR ATS data. You can also pull ATS job summaries for a higher-level pipeline view, or bulk-create candidates from a sourcing list.