The Scenario
You are a real estate broker. Every Monday at 8:30 AM you run a pipeline review with your five senior agents. You need a clean picture of every open deal, stage, price, contact, and assigned agent before you walk into that room.
The data lives in Follow Up Boss. You have sixty open deals. Your Excel workbook is the broker's reporting tool.
The slow version every Monday:
- You log into Follow Up Boss, run the Deals report, wait for it to load
- Export the CSV, open it in Excel
- Delete the four footer rows the export always adds
- Fix the date columns, which come out in a format SORT does not recognize
- Add a column for pipeline stage subtotals by hand
- You walk into the 8:30 meeting three minutes late with a workbook that still has old column headers from two months ago
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that queries Follow Up Boss and writes the pipeline data directly into the workbook, formatted the way you actually want it.
Open the SheetXAI sidebar and type:
Pull all open Follow Up Boss deals into this workbook. Include deal name, pipeline stage, listed price, associated contact name, and assigned agent. Sort by pipeline stage, then by listed price descending within each stage. After writing the data, add a summary block below the table showing total pipeline value and deal count per stage.
SheetXAI queries Follow Up Boss, writes the sixty deals, sorts them, and adds the summary block. Done before the meeting starts.
What You Get
A clean pipeline view produced in one prompt:
- All open deals — deal name, stage, price, contact, agent
- Sorted — by stage, then by price within each stage
- Summary block — total pipeline value and deal count per stage at the bottom
The summary block is calculated from the live data, not from a formula you maintain. Re-run the same prompt next Monday and the new deals and new counts replace the old ones.
What If the Data Is Not Quite Ready
Pipeline exports from a high-volume team are never meeting-ready without some conditioning. SheetXAI does the conditioning inline.
When deal stages use inconsistent naming
Some agents type "Under Contract" and some type "UC." Your summary block needs consistent labels.
Pull all open Follow Up Boss deals into this workbook. Normalize stage names to five canonical stages: Active, Under Contract, Pending, Closed, and Withdrawn. Sort by normalized stage, then by price descending within each stage. Add a summary count per stage below the table.
When you only want deals assigned to specific agents
The broker review covers three senior agents, not the whole team.
Pull all open Follow Up Boss deals assigned to agents whose names are listed in the AgentFilter tab (column A). Write deal name, stage, price, contact, and agent into this workbook. Sort by stage and add a summary count per agent at the bottom.
When you need to flag stale deals
Deals that have not moved stage in 30 days need a flag before the meeting.
Pull all open Follow Up Boss deals into this workbook with deal name, stage, price, contact, agent, and last activity date. In a new column called "Stale", write "Yes" for any deal where last activity was more than 30 days ago, and "No" for the rest. Sort by Stale descending so flagged deals appear at the top.
When the broker also wants the most recent note per deal
Same pipeline view, but she wants each deal's most recent note pulled from Follow Up Boss so she can prep talking points.
Pull all open Follow Up Boss deals into this workbook with deal name, stage, price, contact, and assigned agent. For each deal, also fetch the most recent note and write it into column F. Sort by stage, add a summary count per stage below the table.
The pattern: pull, condition, and summarize in one prompt instead of exporting, cleaning, and calculating across two tools every Monday.
Try It
Get the 7-day free trial of SheetXAI and open any workbook, then ask it to pull your Follow Up Boss pipeline. The Follow Up Boss integration is included in every SheetXAI plan. For related workflows, see how to export appointment data to Excel or the Follow Up Boss in Excel overview.