The Scenario
You're enabling automated invoice chasing in Chaser next Monday. The operations lead told you the customer database is "pretty clean." You ran a spot-check on five accounts last week and found two with no contact person attached and one with a contact email that bounces. You now need to audit all 150 customers before the automation goes live, because sending 150 reminder sequences to bad addresses will get your sending domain flagged inside 48 hours.
The bad version:
- Click into each of the 150 Chaser customer records, check whether at least one contact person exists, verify the email isn't blank, and paste your findings into a running workbook — row by row, for 150 accounts.
- Realize at customer 90 that you've been checking the primary contact but Chaser can have multiple contacts per customer, and the primary contact's email might be fine while the "billing contact" that actually gets the reminders is empty.
- Get through all 150, find 23 accounts with problems, share the workbook with the account manager — who asks you to re-sort by "most at risk of bouncing first," which requires you to re-evaluate your own criteria.
The operations lead's "pretty clean" assessment was based on memory, not data. The audit always surfaces something.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your workbook, connects to Chaser through its built-in integration, and can pull the full customer and contact-person list in one operation — with your validation logic applied inline.
Open the Excel workbook you'll use for the audit and send this prompt:
List all customers from Chaser and for each write the customer name, external ID, primary email, and total invoice count into columns A through D. Then for each customer ID, list all contact persons from Chaser and write their name, email, and phone into this workbook — flag any customer with no contact persons with 'NO CONTACTS' in column E and any contact with a blank or missing email with 'MISSING EMAIL' in column F.
What You Get
- Column A: Chaser customer name
- Column B: External ID
- Column C: Primary account email
- Column D: Total invoice count for that customer
- Column E: "NO CONTACTS" for any customer with zero contact persons attached
- Column F: "MISSING EMAIL" for any contact person record that has no email value
- The audit workbook is filterable by column E and F immediately — you can hand it to the account manager sorted by flag status without additional formatting
What If the Data Is Not Quite Ready
I need to see all contact persons as separate rows, not one row per customer
List all customers from Chaser and expand each into one row per contact person — write customer name in column A, customer external ID in column B, contact name in column C, contact email in column D, and contact phone in column E. Flag rows where column D is blank with 'MISSING EMAIL' in column F and add a row with 'NO CONTACTS' in column C for any customer that has zero contact persons.
I only need to audit customers who have at least one outstanding invoice
List all customers from Chaser where total invoice count is greater than zero — write customer name, external ID, primary email, and invoice count into columns A through D. For each, fetch all contact persons and flag any customer with no contacts in column E or any contact with no email in column F.
I need to cross-reference against a known-bad-email list in column H of this workbook
List all customers from Chaser and their contact persons — write customer name, contact name, and contact email into columns A, C, and D. For each contact email in column D, check whether it matches any value in column H of this workbook and write 'BLOCKLISTED' in column F if it does, 'MISSING EMAIL' if column D is blank, and leave column F empty otherwise.
Pull all customers, expand contacts, cross-reference the blocklist, flag all problem types, and sort worst first — one prompt
List all customers from Chaser, expand into one row per contact person, and write customer name in column A, external ID in column B, contact name in column C, contact email in column D, contact phone in column E. Flag column F with: 'BLOCKLISTED' if the email matches column H, 'MISSING EMAIL' if column D is blank, 'NO CONTACTS' if the customer has zero contacts. Sort the results by column F so flagged rows appear first, with BLOCKLISTED before MISSING EMAIL before NO CONTACTS, then unflagged rows at the bottom.
The pattern: validation logic — the blocklist check, the blank detection, the no-contact flag — goes into the same prompt as the data pull. You don't audit first and then apply flags as a second step.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where you're staging the Chaser customer audit, then ask it to pull all 150 accounts with their contact persons and flag the gaps. For related reading, see how to export credit notes and match them to open invoices or bulk create customers and opening invoices using SheetXAI with Chaser.