The Scenario
The exec team wants a pipeline snapshot for the "Sales Lead" req before Thursday's leadership sync. You know the candidates are all in Breezy HR — 120 of them across six stages — but the VP wants a spreadsheet, not a link to the ATS.
This is the third time this quarter you've pulled the same kind of snapshot for the same kind of meeting.
The bad version:
- Log into Breezy HR, open the Sales Lead position, and export a CSV from the candidates view.
- Open the CSV in Excel. It has seventeen columns you don't need and is missing "source," which the VP specifically asked for.
- Reformat the headers, delete the extraneous columns, cross-reference the source data from a second export, combine them manually.
The report should take five minutes. It's taking ninety, and you've done this three times already this quarter. Your actual job is talent analysis — not export cleanup — and nobody's offered to hire a data engineer to fix this pipeline.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads from Breezy HR on demand, so you skip the export-clean-reformat cycle entirely.
Pull all candidates from the Breezy HR "Sales Lead" position into the "Pipeline Snapshot" worksheet — include candidate name, email, current stage, rating, source, and created date. Clear any existing data in that worksheet first.
What You Get
- All 120 candidates written into the "Pipeline Snapshot" worksheet, one row per candidate.
- Columns: candidate name, email, current pipeline stage, rating (numeric), source (e.g., "LinkedIn," "Referral"), and created date.
- The worksheet is cleared before each pull, so you're not appending onto stale rows.
- The workbook is ready to share with the VP immediately — no reformatting, no column deletions.
What If the Data Is Not Quite Ready
You need candidates from every open position, not just one
Pull every candidate across all published Breezy HR positions into the "Full Pipeline" worksheet — include candidate name, email, position title, current stage, rating, source, and created date. One row per candidate.
You only want candidates past the first stage
Pull all candidates from the "Sales Lead" position in Breezy HR who are past the "Applied" stage. Include name, email, current stage, rating, and source. Write them into the "Active Pipeline" worksheet.
You want the data grouped by stage, not by creation date
Pull all candidates from the Breezy HR "Sales Lead" position into the "Pipeline Snapshot" worksheet. Sort them by current stage alphabetically, then by created date within each stage. Include name, email, stage, rating, and source.
Enrich, filter, and format in one shot
Pull all candidates from the Breezy HR "Sales Lead" position. Filter to only candidates with a rating of 3 or higher. For each one, write name, email, stage, rating, and source into the "Exec Report" worksheet. Add a column F that labels each candidate "Strong" if rating is 5, "Good" if 4, "Qualified" if 3. Sort by that label descending.
One prompt handles the pull, the filter, the enrichment, and the sort — nothing left to do before the snapshot goes to leadership.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook you use for hiring reporting, then ask it to pull a live Breezy HR pipeline snapshot on demand. You can also look at bulk importing candidates or bulk advancing pipeline stages.