The Scenario
It's Monday morning. Your SDR team ran 80 calls last Friday, annotated the disposition notes in a shared Excel workbook over the weekend, and now wants those updates back in GoDial before the next calling session. The workbook has GoDial contact IDs in column A, new disposition statuses in column B, follow-up dates in column C, and call notes in column D.
The bad version:
- Open GoDial, search for the first contact ID, click into the contact record, update the disposition status, save, close, search for the next one.
- Repeat that sequence 79 more times. Somewhere around contact 40 you start making copy-paste errors because the workbook and the GoDial tab are both open and you're switching between them.
- After an hour, realize that three contacts weren't found — the IDs in column A were corrupted when someone sorted the worksheet and the ID column got misaligned — and you have no way of knowing which 77 updated correctly and which 3 are still wrong.
That's an hour of manual data entry for data that already exists in a structured spreadsheet. There is no knowledge in that work — just execution.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the contact IDs and new field values from your worksheet and calls the GoDial API to update each contact record in bulk — without you opening GoDial at all.
Open the SheetXAI sidebar and paste this prompt:
Read the 80 rows in my 'Post-Call Updates' Excel sheet and update each GoDial contact ID in column A with the new status in column B and notes in column C
What You Get
- Each GoDial contact with an ID in column A updated with the status from column B and notes from column C.
- A result written into column D for each row: "Updated" if the API call succeeded, "Not Found" if the contact ID didn't match a record, "Failed" with the error detail if the update was rejected.
- A clear audit trail — every row in the worksheet has a logged outcome.
What If the Data Is Not Quite Ready
Some rows in the workbook are new contacts, not updates — they don't have a GoDial contact ID yet
For rows in this worksheet where column A is blank, create a new GoDial contact using phone from column F and name from column G, then write the returned contact ID into column A. For rows where column A already has an ID, update the status from column B and notes from column C. Write the operation result (Created / Updated / Failed) into column D.
The status values in column B use shorthand codes that GoDial doesn't accept
Before updating, remap the values in column B: 'CB' → 'Callback Requested', 'CV' → 'Converted', 'NA' → 'No Answer', 'WN' → 'Wrong Number'. Then update each GoDial contact ID in column A with the remapped status and notes from column C. Write the result into column D.
Notes in column C contain line breaks and special characters that break API requests
Strip all line breaks and special characters from column C (call notes) before submitting. Then for each row, update the GoDial contact in column A with status from column B and sanitized notes from column C. Write the result into column D.
Sanitize fields, remap codes, skip blank IDs, and write back a full status report in one pass
Skip any row where column A is blank. Remap status shortcodes in column B to their full GoDial values ('CB' → 'Callback Requested', 'CV' → 'Converted', 'NA' → 'No Answer', 'WN' → 'Wrong Number'). Strip line breaks from column C. Update each GoDial contact ID in column A with the remapped status (col B) and cleaned notes (col C). Write "Updated", "Not Found", or "Failed: [reason]" into column D for every row.
Everything — the remapping, the cleaning, and the bulk update — in a single prompt.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where your team logs post-call updates. Tell SheetXAI which column holds the GoDial IDs and which columns have the new field values — it pushes all 80 updates in one go. See also how to import leads into GoDial or the full GoDial overview.