The Scenario
You inherited a candidate tracking workbook from an analyst who left last month. It has 50 Breezy HR candidate IDs in column A, pulled together for a workforce planning report. No names. No stages. No employment history. Just IDs.
The VP of People wants the enriched version — most recent employer, job title, highest degree, current pipeline stage — by the time the monthly workforce report is due Monday.
The bad version:
- Open Breezy HR. Search for the first candidate ID. Open the record. Find the work history section. Write down the most recent employer and title. Find the education section. Write down the degree. Note the current stage. Paste it all into the workbook.
- Repeat 49 more times. You're doing this because the analyst who built the original list left without documenting anything, and now you're the one who has to reconstruct it manually.
- By candidate 30, realize the work history section isn't consistently filled out in Breezy HR — about 20 candidates have blank employer fields and you'll have to flag those separately.
You're supposed to be doing workforce analysis, not data archaeology. The report needs context that's already stored in the ATS — retrieving it row by row shouldn't be consuming your Monday.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the candidate IDs and pulls the profile data from Breezy HR into the adjacent columns.
For each candidate ID in column A of the "Candidates" worksheet, look up their Breezy HR profile and write their latest work history entry (employer and job title) into columns B and C, and their most recent education (degree and institution) into columns D and E. Write their current pipeline stage into column F.
What You Get
- Columns B through F filled in for all 50 candidates: most recent employer, job title, highest degree, institution, and current Breezy HR pipeline stage.
- Any candidate with incomplete profile data in Breezy HR gets a note in the relevant column (e.g., "no work history on record").
- The workforce planning report has the context it needs without any manual lookup.
- A clean audit trail in the workbook showing what was found versus what was missing.
What If the Data Is Not Quite Ready
Some candidate IDs might not exist in Breezy HR anymore
For each ID in column A, attempt to pull the Breezy HR profile. If the candidate is not found, write "not found" into columns B through F and continue to the next row. Process all 50 rows regardless.
You need to enrich from a specific position context, not just the candidate profile
The "Candidates" worksheet has candidate IDs in column A and position IDs in column B. For each pair, pull the candidate's current stage within that specific position, their rating for that position, and their source. Write those into columns C, D, and E.
You want to flag candidates who are missing work history vs. missing education
After enriching all rows, add a column G that flags the data completeness: "complete" if both work history and education are populated, "missing work history" if column B is blank, "missing education" if column D is blank, "both missing" if both are blank.
Enrich, normalize degree labels, and rank by stage seniority in one shot
For each candidate ID in column A, pull their Breezy HR profile: latest employer, job title, degree, and current stage. Normalize degree labels to: "High School," "Associate's," "Bachelor's," "Master's," or "PhD" — map any variant (e.g., "BS," "BA," "MBA") to the closest standard label. Then add a column G that ranks by stage seniority (Offer > Final Interview > Technical Interview > Phone Screen > Applied > Sourced). Sort the workbook by column G descending.
One prompt handles the lookup, the normalization, and the sort — ready for the workforce report without a second pass.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with a list of Breezy HR candidate IDs, then ask it to pull the profile data you need for analysis or reporting. You can also look at exporting the full pipeline or bulk importing sourced candidates.