The Scenario
Your CX team built an Excel workbook of 80 high-value accounts six weeks ago — the ones flagged for quarterly check-ins. Someone added a note at the top: "check GatherUp for review status before outreach." That note has been sitting there since March. Nobody has done it because checking GatherUp for 80 individual customers, writing down their rating, feedback status, and unsubscribe flag, and pasting it into the right columns is about three hours of work that doesn't appear on anyone's job description.
The bad version:
- Search for each customer in GatherUp by name or email, open their profile, write down the rating and whether they're unsubscribed, then switch back to the workbook and type it into the right row.
- Realize partway through that GatherUp shows different fields depending on whether the customer left a review vs. just a rating, and your column structure doesn't account for both.
- Get to row 50, lose your place, and start from 40 to be safe — adding 20 minutes you didn't have.
The quarterly outreach starts Thursday. The workbook isn't enriched. Nobody has three hours.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your customer list and through its built-in GatherUp integration looks up each customer's profile and writes the relevant fields back into the workbook — so you open one sidebar and ask once.
For each customer ID in column A, look up the customer in GatherUp and write their current rating into column C, feedback status into column D, and unsubscribed flag into column E.
What You Get
- Current rating written into column C for each customer ID in column A.
- Feedback status (e.g., "reviewed," "requested," "no activity") written into column D.
- Unsubscribed flag (true/false or Yes/No) written into column E.
- Any customer ID that returns no GatherUp result left with its cell empty or flagged as "Not Found" so gaps are visible.
- Eighty lookups done in one prompt — not eighty browser tabs.
What If the Data Is Not Quite Ready
The customer list uses email addresses instead of customer IDs
For each email address in column B, look up the customer in GatherUp and write their customer ID into column A, current rating into column C, feedback status into column D, and unsubscribed flag into column E. Skip any row where column B is blank.
Some customers appear more than once in the workbook — deduplicate before enriching
In the 'High-Value Accounts' worksheet, remove any duplicate rows where the value in column A appears more than once — keep the row with the most recent date in column B. Then for each unique customer ID remaining, look up the GatherUp profile and write rating into column C, feedback status into column D, and unsubscribed flag into column E.
The enrichment needs to filter the result — only flag unsubscribed customers for review
For each customer ID in column A, fetch the GatherUp profile and write rating into column C, feedback status into column D, and unsubscribed flag into column E. Then in column F, add the label 'Flag for Review' for any row where column E says Yes or True. Leave column F blank for all others.
Combine the enrichment with outreach prioritization in one shot
Enrich all 80 rows using the GatherUp customer ID in column A — write rating into column C, feedback status into column D, and unsubscribed flag into column E. Then filter to rows where rating is 4 or 5 and unsubscribed is false, and add 'Priority Outreach' to column F for those rows. Sort the worksheet by column C descending so the highest-rated customers appear first.
One prompt that handles the lookup, the filter logic, the label, and the sort — no intermediate steps.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook where you keep a customer list with GatherUp IDs or emails, then ask it to pull feedback status and rating for every row. Or see how to send bulk feedback requests from an Excel workbook, or return to the GatherUp integration overview.