The Scenario
You are a sales manager. Q1 pipeline review is Thursday at 2 PM. You have 120 deals sitting in Kommo's Negotiation stage. You need to come out of that meeting with every deal either reassigned to the right rep or moved to Closed Won.
The plan: export the data to an Excel workbook tab, let the team annotate it during the meeting, then push the updates back.
The bad version of this quarter:
- You open Kommo and start copying deal names into the workbook by hand
- After fifteen deals you give up and try the CSV export instead
- The export has columns you do not need and misses the responsible user field
- You spend thirty minutes reformatting it before the meeting
- During the review, someone updates the wrong row and you lose track of which changes were deliberate
- You close the meeting with a list of verbal agreements and spend two days manually updating Kommo deal by deal
- You go into Q2 with a pipeline that still reflects Q1 decisions.
The fast version is two prompts.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that can query Kommo, write a clean pipeline review tab, and then process your annotations back into Kommo.
Open the SheetXAI sidebar and type:
List all leads in Kommo that are in the 'Negotiation' pipeline stage and write them to a new 'Pipeline Review' tab with columns: lead_id, lead_name, value, responsible_user, created_date.
The tab is ready before the meeting. During the review, you fill in column F with your action — 'Reassign', 'Close', or leave it blank. After the meeting, you run a second prompt:
For each row in the 'Pipeline Review' tab where column F is 'Reassign', update the Kommo lead in column A to set the responsible user to the user ID in column G. For each row where column F is 'Close', move the Kommo lead to the 'Closed Won' stage.
Forty reassignments and twenty-five stage moves, processed in one prompt.
What You Get
A complete pipeline review workflow, both directions:
- Pipeline Review tab — all 120 Negotiation-stage deals, cleanly exported with lead IDs intact
- Reassignments processed — every row marked 'Reassign' has the responsible user updated in Kommo
- Closed Won moves — every row marked 'Close' has the stage moved in Kommo
- Audit trail — the workbook tab itself becomes the record of what was decided and when
The lead ID column is the anchor. Because SheetXAI writes the Kommo lead ID into column A during the export, the update prompt can reference exact records. No name-matching, no ambiguity.
What If the Data Is Not Quite Ready
Kommo exports and pipeline reviews have their own messiness. SheetXAI handles it inline.
When the export has deals from multiple pipelines
Your Kommo workspace has a New Business pipeline and a Renewal pipeline. The review covers both, but the tab should distinguish them.
List all leads in the Negotiation stage across all pipelines in Kommo. Write them to a 'Pipeline Review' tab with columns: lead_id, lead_name, pipeline_name, value, responsible_user, created_date. Sort by pipeline name, then by value descending.
When you want to see deal age alongside the other fields
A deal that has been in Negotiation for 90 days needs a different conversation than one that arrived last week.
List all Negotiation-stage leads from Kommo and write them to a 'Pipeline Review' tab. Add a calculated column 'days_in_stage' by computing the number of days between today and the created_date. Sort by days_in_stage descending so the oldest deals appear first.
When only some deals need action
The review identified 25 deals to close and 40 to reassign, but the rest stay put. You do not want to touch the other 55.
For each row in the 'Pipeline Review' tab where column F contains text, apply the action: if 'Reassign', update the responsible user in Kommo to the value in column G; if 'Close', move the lead to Closed Won. Skip all rows where column F is blank.
When the rep IDs in your workbook are names, not Kommo user IDs
Your team filled in the Action column with rep names, not Kommo user IDs, and the API needs IDs.
First, list all Kommo users and write them to a 'Users' tab with user_id and user_name. Then, using 'Users' as a lookup, match the rep names in column G of 'Pipeline Review' to their Kommo user IDs. Update each matched lead in Kommo with the correct user ID. Write 'NO MATCH' in column H for any rep name that did not resolve.
The pattern: the workbook tab is both the export artifact and the decision record. SheetXAI makes it live in both directions.
Try It
Get the 7-day free trial of SheetXAI and run your next pipeline review from an Excel workbook connected to Kommo. The Kommo integration is included in every SheetXAI plan. For related workflows, see how to bulk-create follow-up tasks for stalled deals or the Kommo in Excel overview.