The Scenario
It's Wednesday afternoon. You have 25 proposals sitting in "opened" status — sent, viewed, not signed. You know some of them have been sitting there for two weeks. You've been meaning to work through the follow-up list, but without a clear view of which ones are oldest, you've been reaching out in whatever order they come to mind.
Your manager asked for a call list by end of day with deal values and days-open so the team can prioritize the biggest, stalest deals first.
The bad version:
- Open Better Proposals, filter to "opened," scroll through the list, manually record each proposal's title, company, value, and open date in an Excel worksheet
- Calculate days-open yourself — today's date minus the open date — for each of 25 rows
- Sort by that column, realize three of the rows have the wrong open date because you mis-typed while transcribing, go back and fix them
Nobody assigned you to be a human ETL pipeline. That's not what your job description says.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It connects to Better Proposals and writes the data you need directly into your workbook — filtered, sorted, and ready.
Pull all signed Better Proposals proposals and write proposal title, company, signed value, and currency into my Excel table to calculate total signed revenue for the quarter
What You Get
- One row per opened proposal, sorted from oldest open to newest
- Columns: proposal title, client company, deal value, open date, calculated days-since-opening
- Results written to the active worksheet starting at the next empty row
- Proposals in other statuses — sent, signed, paid — are excluded
What If the Data Is Not Quite Ready
I also want proposals that were opened but then went "sent" again (re-sent)
Pull all Better Proposals proposals with status "opened" or "sent" into my Excel table with columns: title, company, status, deal value, and sent date — sort by deal value descending so I can see the highest-value deals first
Some proposals don't have a deal value set — I want to flag them
Pull all opened Better Proposals proposals into my Excel table with columns: title, company, deal value, and open date — if deal value is blank or zero, write "No value set" in a column E flag field
I want to group them by deal size tier
Pull all opened Better Proposals proposals into my Excel table with columns: title, company, deal value, and open date in columns A–D — then in column E add a tier label: "Large" if value is over 10000, "Mid" if between 2500 and 10000, "Small" for anything below 2500
Pull the full stale-deal audit in one shot
Pull all opened Better Proposals proposals into my Excel table with columns: title, company, deal value, currency, open date, and days-since-opening — sort by days open descending — flag any row where days open exceeds 14 in a column G alert field saying "Follow up now" — then in cell I1 calculate total pipeline value at risk across all flagged rows
One prompt, full audit, flagged deals, at-risk value calculated.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook. Ask it to pull your opened proposals sorted by age. When you're done, check out the proposal export spoke or the Better Proposals hub for more.