The Scenario
A conference you sponsored last month sent you the attendee list as a CSV — 300 rows with first name, last name, and company. Your SDR team wants sequences running by end of week, but the list has no titles, no LinkedIn URLs, and no seniority data. Your reps are going in blind.
The bad version:
- Open LinkedIn, search each person by name and company, find their current role, and paste the title and profile URL into the workbook
- Run into three people named "Michael Chen" at companies with common names and spend time figuring out which one attended your session
- Get through 40 rows on day one, realize the task will bleed into next week, and decide to send sequences to the full list without enrichment
Sequencing 300 contacts without title data means your reps will waste calls on people who cannot make a buying decision.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads your contact list and calls Crustdata's person enrichment endpoint for each row — matching on name and company and returning title, LinkedIn URL, and seniority level.
Enrich all 300 contacts in my Excel sheet using Crustdata — add columns for title, department, and seniority, and flag any rows where no match was found
What You Get
- Column D: current job title from Crustdata's live dataset
- Column E: department
- Column F: seniority level (C-suite, VP, Director, Manager, IC)
- Column G: a "no match" flag on any row where Crustdata could not resolve the person — so your reps know which contacts need manual review
What If the Data Is Not Quite Ready
Some rows have only a first name — the last name column is blank
For rows where the last name column is blank, attempt Crustdata person enrichment using first name and company name only — write the match confidence into column H and flag any rows where confidence is below 80 percent
The company column has inconsistent formatting
Before running Crustdata enrichment, normalize company names by stripping legal suffixes and extra punctuation, then enrich each contact and write title, department, and seniority into the appropriate columns
You want to split the enriched list by seniority tier for different sequence tracks
Use Crustdata to enrich all 300 contacts in this workbook, then create two new worksheets: one called Senior Contacts with everyone at Director level or above, and one called IC Contacts with everyone below Director — include name, company, title, and LinkedIn URL in each
One prompt to enrich, score, and route the full list
For each contact in the first three columns, use Crustdata person enrichment to add title, department, and seniority. Then add a sequence assignment column: contacts at VP or above go to "Executive Track", Directors and Managers go to "Mid-Market Track", and everyone else goes to "Broad Track".
Try It
Get the 7-day free trial of SheetXAI and open your attendee list or inbound lead workbook, then ask it to bulk-enrich every contact row using Crustdata's person data. Once titles and seniority levels are filled in, you can ask it to segment the workbook by tier and prep it for your sequencing tool.