The Scenario
Your sales director handed you an Excel workbook on Monday with 80 company names in column A. "Tell me which of these are already in Firmao," she said, "and what offers we have open with them." She needs it by Wednesday for a prospecting call with the board.
You've never done this lookup before. You open Firmao and start searching manually — type a company name in the search bar, see what comes up, copy the contact details, switch back to the workbook, paste them in. Then do it again.
After twenty minutes you've covered eleven rows.
The bad version:
- Search each company name in Firmao one at a time, copy the matching contact's email and phone into columns B and C.
- Go back through the list a second time to look up open offers — a separate Firmao section, a separate search, more copying.
- Discover that twelve company names are spelled differently in Firmao than they are in the workbook, so those rows stay blank and you're not sure which ones you missed.
Wednesday is in two days. Doing this by hand for 80 companies is not a plan.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the company names in column A, searches Firmao for matching contacts and offers, and writes the results directly into the workbook.
For every row in this Excel sheet, search Firmao contacts using the company name in column A and paste the matching contact's email, phone, and last-updated date into columns B–D
What You Get
- Email, phone, and last-updated date populated in columns B–D for every company that has a matching Firmao contact.
- Rows where no match was found left blank with a note in column E so you know which companies aren't yet in Firmao.
- The lookup runs against all 80 rows at once.
What If the Data Is Not Quite Ready
You also need the latest offer value and status for each company
For each company name in column A, search Firmao contacts and write email and phone into columns B–C. Then look up each company in Firmao's offer list and write the latest offer value and status into columns D–E.
Company names in the workbook don't exactly match Firmao — slight variations in spelling or punctuation
For each company in column A, search Firmao contacts using a fuzzy match — allow for minor spelling differences. Write the best-match contact name into column B, email into column C, and phone into column D. Put a confidence note (exact match / close match / no match) in column E.
The workbook has duplicates — some companies appear more than once in column A
Remove duplicate company names from column A first, keeping the first occurrence. Then for each unique company, search Firmao for a matching contact and write email, phone, and last-updated date into columns B–D.
Full kill-chain: deduplicate, enrich with contacts and offers, flag gaps
Deduplicate column A. For each unique company, search Firmao contacts and write email and phone into columns B–C. Then look up each company in Firmao's offer list and write the latest offer value and status into columns D–E. Flag any company with no Firmao contact with "Not in CRM" in column F. Write a summary at the bottom showing how many companies are in Firmao vs not.
One prompt replaces two separate lookup passes and the follow-up review.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook with your prospect list, then ask it to cross-reference your companies against Firmao contacts and open offers. Also see how to bulk update Firmao contacts from a workbook or the full Firmao integration overview.