The Scenario
You're a key-account manager who just inherited a territory. The handoff was a shared Excel workbook — 200 customer emails in column A, account names in column B, last-contacted dates in column C. Some of those last-touched dates are over a year old. You have no idea how many of those contacts have moved on to new companies, and you're about to send a re-engagement campaign to the whole list.
The bad version:
- Search each email manually in LinkedIn to check the current employer, mark "Changed" or "Same" in column B — 200 rows, a few seconds each, which adds up to a long afternoon
- Send the campaign to the full list and wait for hard bounces and out-of-office replies from new employees to tell you who's moved
- Export the workbook to CSV, upload it to Datagma's UI, run the job-change scan, download the results file, re-import into Excel, fix the column mapping where "new_employer" came back in the wrong position
You're supposed to be re-qualifying accounts and booking meetings, not auditing data all week.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the layout, understands which columns hold the inputs, and through its built-in Datagma integration it runs a job-change scan across every email in column A and writes the results back — no export, no re-import, no column-mapping session.
For each email in column A, use Datagma to check if the contact has changed jobs and write 'Changed' or 'Same' into column B, along with their new employer in column C if detected
What You Get
- Column B: "Changed" or "Same" for each email, based on Datagma's job-change signal
- Column C: new employer name for contacts where a job change was detected
- Rows where Datagma returned no signal are noted so you can decide whether to reach out anyway or hold them for manual review
What If the Data Is Not Quite Ready
The email column has formatting inconsistencies
Some entries in column A have trailing spaces, some are uppercase, a few have "mailto:" prepended from the CRM export that generated this workbook.
Clean the emails in column A — trim whitespace, lowercase, strip any "mailto:" prefix — then run Datagma job-change scan for each one and write 'Changed' or 'Same' into column B with the new employer in column C where detected
You only want to scan contacts who haven't been touched in 90+ days
Column C has last-contacted dates. Scanning recently active contacts wastes API budget.
Only scan contacts where column C is blank or more than 90 days ago — use Datagma job-change scan on the email in column A and write the result into column B, new employer into column C
You want to highlight movers for immediate follow-up
Your manager wants a visual flag on the accounts that need a re-qualification call this week.
Scan all 200 customer emails in my Key Accounts worksheet for job changes using Datagma and highlight rows in yellow where a job change was detected
Full audit with cleanup, scoping, and CRM-ready output
The emails need cleaning, you want to skip recently active accounts, and you want the output formatted for CRM import.
Clean emails in column A, skip rows where column C shows a date within the last 90 days, run Datagma job-change scan for remaining rows, write 'Changed' or 'Same' into column B and new employer into column C, then copy only the 'Changed' rows into a new worksheet called 'Movers' formatted for CRM import
Try It
If you're managing a contact list that's gone cold and need to surface who's still at the same company, open the workbook in Excel and get the 7-day free trial of SheetXAI. Ask it to run a Datagma job-change scan across column A and you'll know where to focus without touching the API. For related workflows, see bulk-enrich a lead list or find verified work emails.