The Scenario
It's Tuesday morning and the BDR team's stand-up is in 45 minutes. You're the inbound marketing manager at a B2B SaaS company and the weekly list — 80 leads that scored above 70 in LeadBoxer this week — is supposed to be sitting in Excel, ready to work from. It's not there yet because you're the one who builds it.
The bad version:
- Export a CSV from LeadBoxer's lead view, filtered by score threshold, and open it in Excel
- Delete the columns the BDR team doesn't use, rename the ones they do, reformat the date column from ISO to something readable
- Paste the cleaned data into the shared workbook and ping the team lead that it's ready
The meeting is in 45 minutes. You have two other things that were supposed to be done an hour ago. This report isn't complex analysis — it's a data transfer — and it's sitting on your calendar every single Tuesday.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, understands the structure, and through its built-in LeadBoxer integration it fetches full lead profiles for you — no export, no cleanup pass, no formatting work.
Pull LeadBoxer lead details for every lead ID in my Excel column A and add a 'Priority' column based on lead score: 'HOT' above 80, 'WARM' 50–80, 'COLD' below 50
What You Get
- Column B: company name as it appears in LeadBoxer
- Column C: numeric lead score (the raw value, not a label)
- Column D: total session count across all visits
- Column E: last activity date formatted as MM/DD/YYYY
- Column F: country detected by LeadBoxer's IP lookup
- Column G: priority label — HOT, WARM, or COLD based on score
- Rows where the lead ID didn't resolve in LeadBoxer are flagged with "Not found" in column B
What If the Data Is Not Quite Ready
The lead IDs are mixed with empty rows and header text
Column A has lead IDs starting at row 2 but some rows are blank — skip any row where column A is empty or non-numeric and fetch profiles only for valid lead IDs
The workbook needs a priority label added alongside the score
For each lead ID in column A, fetch their LeadBoxer lead score into column C and then add a priority label in column D: HOT if score is above 80, WARM if 50 to 80, COLD below 50
The lead IDs come from two different worksheets that need to be merged first
Combine all lead IDs from Sheet1 column A and Sheet2 column A into a deduplicated list, then for each unique ID fetch the LeadBoxer lead profile and write company, score, sessions, last activity, and country into Sheet3 columns A through F
Clean stale data, pull fresh profiles, and flag leads ready for immediate outreach — in one shot
In Sheet1, clear columns B through F for all rows, then for each lead ID in column A fetch fresh data from LeadBoxer — company name, score, sessions, last activity date, country — and flag any lead with a score above 80 and a session count above 5 as "CALL TODAY" in column G
One prompt handles the cleanup, the pull, and the triage. You walk into the stand-up with a workbook that's done three jobs.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook with a column of LeadBoxer lead IDs, then ask it to fetch full profiles for the whole list. When you're done, explore exporting behavioral events for funnel analysis or return to the LeadBoxer integration overview.