The Scenario
You are a lead researcher. Last week you imported 500 leads into an Instantly list called 'Q3 Targets'. They are raw contacts — names, emails, and company names with nothing beyond that. No job titles, no tech stack, no recent news.
Your sales team will not sequence a list that thin. They want job role insights, verified email status, and at least one company data point. The AI enrichment feature in Instantly can do this. But triggering it and tracking what came back is not obvious from the UI.
The sales team's deadline is end of this week.
The bad version:
- Find the 'Q3 Targets' list in Instantly
- Trigger the enrichment job
- Come back the next day, check which leads got enriched
- Export the results CSV, paste the columns into an Excel workbook by hand
- It is Friday afternoon and you still have 200 unenriched leads.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI triggers the Instantly AI enrichment job and pulls the results back into the workbook so the sales team gets a complete picture.
Open the SheetXAI sidebar and type:
Run Instantly AI enrichment on the lead list named 'Q3 Targets' to enrich all leads with job role insights, email verification status, and funding news. Write the enrichment results to the Enriched tab with columns for email, job title, company, verification status, and latest funding note.
SheetXAI triggers the enrichment job, waits for completion, pulls the enriched data, and writes one row per lead to the Enriched tab.
What You Get
A workbook tab with enriched data for every lead in 'Q3 Targets':
- Job title — inferred from public profile data
- Email verification status — valid, invalid, or risky per lead
- Company funding note — recent funding event or "no recent news"
- One row per lead — matched by email address to your source list
The verification status column is what SDRs sort by first. Sequence the "valid" leads, hold the "risky" ones for review.
What If the Data Is Not Quite Ready
Enrichment results from any platform are never uniform.
When some leads already have job titles and should be skipped
You partially enriched the list two weeks ago. Running again wastes credits.
Pull current lead data from the 'Q3 Targets' list in Instantly and write it to the Enriched tab. Then run AI enrichment only on rows where the job title column is blank. Write results into the existing rows.
When you want to filter by job seniority before handing the list to sales
Your SDRs only work director-level and above.
Run Instantly AI enrichment on 'Q3 Targets'. Write results to the Enriched tab. Add a Seniority column: mark "TARGET" for any lead with a job title containing Director, VP, Head, Chief, or C-Level, and "NURTURE" for all others.
When you need to merge enrichment results with existing CRM data in another tab
You have some account data from Salesforce in the CRM Data tab.
Run Instantly AI enrichment on 'Q3 Targets'. Write results to the Enriched tab. Look up each email in the CRM Data tab and merge in the Salesforce account name and deal stage where available. Write the final merged row to the Master tab.
When you want to enrich and immediately route the best leads to a campaign
You do not want a second step.
Run Instantly AI enrichment on 'Q3 Targets'. Write results to the Enriched tab. Then add all leads with a verification status of "valid" and a job title containing Director or above to Instantly campaign 'Q3 Director Outreach'. Write the routing result into column F.
The pattern: enrich, filter, route — the full data preparation pipeline in one prompt.
Try It
Get the 7-day free trial of SheetXAI and open any lead tracking workbook, then ask it to trigger Instantly enrichment and pull the results. The Instantly integration is included in every SheetXAI plan. For related workflows, see how to verify emails in Excel before importing or the Instantly in Excel overview.