The Scenario
You are a sales manager. The monthly pipeline review is tomorrow at 10 AM and you need a clean log of every call your team made last month — call ID, date, rep name, duration, and associated deal — in an Excel workbook, sorted by rep.
85 calls. One month. The review format moves rep by rep, so the sort matters.
The slow version:
- Log into Gong, filter the calls view to last month's date range
- Export to CSV — the CSV does not include CRM deal names
- Pull a separate export from the CRM
- Open both in Excel, VLOOKUP the deal names into the call log
- Sort by rep, clean up the merged columns, fix the two reps whose CRM associations came out blank
- It is 9:30 PM and the VLOOKUP has a #N/A error on 12 rows.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads Gong's call API directly, so you do not have to merge two exports.
Open the SheetXAI sidebar and type:
Pull all Gong calls for the date range in cells A1 and B1, export them to this Excel workbook, and sort by rep name ascending. Include call ID, date, rep name, duration in minutes, and CRM deal name.
SheetXAI reads the date range from A1 and B1, fetches all 85 calls from Gong, pulls the CRM deal association from the call record, and writes the sorted table. Ready for tomorrow.
What You Get
A clean table sorted by rep:
- Column A — call ID
- Column B — call date
- Column C — rep name
- Column D — duration in minutes
- Column E — associated CRM deal name (or "NO DEAL LINKED")
The sort means the meeting moves rep by rep without scrolling. If a deal is missing, SheetXAI writes "NO DEAL LINKED" so you know which calls to follow up on instead of discovering a blank cell mid-meeting.
What If the Data Is Not Quite Ready
When you want to exclude very short calls
Calls under 2 minutes are likely no-answers and should not clutter the pipeline log.
Pull all Gong calls for the date range in cells A1 and B1. Write call ID, date, rep name, duration in minutes, and CRM deal name. Exclude any call under 2 minutes. Sort by rep name ascending.
When you want per-rep summary rows after each rep's calls
The review format works better with a quick total per rep visible after their calls.
Pull all Gong calls for the date range in cells A1 and B1. Write call ID, date, rep name, duration, and deal name. Group rows by rep. After each rep's section, insert a summary row showing that rep's total calls and total duration. Sort reps alphabetically.
When the date range is always last month and you want to reuse the prompt
You do not want to retype dates every month. You want the workbook to calculate last month's range and the prompt to use it.
Calculate last month's start and end date and write them into cells A1 and B1. Then fetch all Gong calls for that date range, write call ID, date, rep name, duration, and deal name starting in row 3 with headers in row 2. Sort by rep ascending.
When you want the full pipeline log — filtered, grouped, per-rep totals, and a top-caller note — in one go
Blank workbook tab, review meeting at 10 AM.
Pull all Gong calls from the date range in cells A1 and B1. Exclude calls under 2 minutes. Write call ID, date, rep name, duration in minutes, and CRM deal name. Group rows by rep and insert a summary row after each rep showing their total calls and total talk time. Write a one-sentence note after the last row naming the rep with the most calls.
The pattern: the pull, the grouping, and the summary are one ask.
Try It
Get the 7-day free trial of SheetXAI and open a blank workbook tab with the date range in cells A1 and B1, then ask it to fetch your team's Gong calls. The Gong integration is included in every SheetXAI plan. For related workflows, see how to pull Gong transcripts and spot recurring objections in Excel or the Gong in Excel overview.