The Scenario
You're a field sales rep. Your regional roadshow starts in six days. Your Excel workbook has 120 prospects in the OutreachList table — emails in the Email column, LinkedIn URLs in the LinkedInURL column — and the PhoneNumber column is empty. Your manager expects a call list by end of week. Without verified mobile numbers, you're going into six days of in-person meetings relying on emails that might not get opened before you walk through the door.
The bad version:
- Search each name on LinkedIn, look for a phone number in the contact info section, copy it into the PhoneNumber column manually — most profiles don't show it even if the number exists
- Ask your RevOps team to wire up a Power Automate flow that calls Datagma's phone finder endpoint, watch it break on row 40 because a LinkedIn URL had a trailing slash, lose two days you didn't have
- Pay for a data enrichment service, hand over the workbook, wait three days for delivery, get back a file with 40% coverage and no explanation for the gaps
The roadshow timeline is fixed and you need this list before it starts.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the OutreachList table, understands which columns hold the inputs, and through its built-in Datagma integration it runs phone lookup for each row and writes the highest-confidence mobile number back into the PhoneNumber column. No flow, no export, no manual search.
In Excel, run Datagma phone search for all 120 rows in the OutreachList table using the Email and LinkedInURL columns and fill the PhoneNumber column with the highest-confidence result
What You Get
- PhoneNumber column: verified mobile number for each prospect where Datagma found a match
- Rows where Datagma returned no number or flagged the result as low-confidence are noted in a new column — so you can decide whether to source the number another way or skip the call attempt
- Numbers are returned in a consistent format so your dialer or CRM can import them without cleanup
What If the Data Is Not Quite Ready
Some rows are missing the LinkedIn URL
You have emails for all 120 prospects but only 90 LinkedIn URLs. You want Datagma to use the email alone as the fallback for the rows where the URL is missing.
For each row in the OutreachList table, use Datagma to find a mobile number — use the LinkedInURL if present, otherwise use the Email — and fill the PhoneNumber column with the highest-confidence result
The LinkedIn URLs have tracking parameters appended
Your URLs came from a sales tool and have "?lipi=..." or similar query strings at the end. Datagma expects clean profile URLs.
Strip any query string parameters from the LinkedInURL column, then run Datagma phone search for each row using the cleaned URL and the Email column, and fill the PhoneNumber column with the result
You want to prioritize prospects in specific cities
Your roadshow has three stops. You only need phone numbers for prospects in those metro areas, which are tracked in the City column.
Filter to rows where the City column contains "Austin," "Dallas," or "Houston," then use Datagma to find mobile numbers using LinkedInURL first and Email as fallback, and fill the PhoneNumber column with the result
Full cleanup, filtering, enrichment, and confidence-flagging in one shot
URLs have query strings, some rows are missing LinkedIn, you need to scope to your roadshow metros, and you want low-confidence results flagged before the list goes to your manager.
Strip query strings from the LinkedInURL column, for rows where City matches your roadshow metros, use Datagma to find mobile numbers using LinkedInURL first and Email as fallback, fill the PhoneNumber column with the result, and add a ConfidenceFlag column marking any row where Datagma returned no number or a low-confidence result
Try It
If your prospect workbook is roadshow-ready except for the phone numbers, open it in Excel and get the 7-day free trial of SheetXAI. Ask it to run Datagma phone lookup on your OutreachList table and you'll have a call-ready column before your next planning sync. For related workflows, see find verified work emails or bulk-enrich a lead list.