The Scenario
You're a sales development rep and you've had a strong prospecting month — 120 new LinkedIn connections, each one a conversation you started or accepted. Now it's Monday and you need to figure out who to follow up with first. The connection data is sitting in Leadoku. Your CRM import template is an Excel workbook. And between those two facts is a gap that's going to eat your morning if you handle it the way you handled it last month.
The bad version:
- Export from Leadoku as a CSV, open the file in Excel, realize the date column is formatted as text and doesn't sort properly, and spend 15 minutes running a Text to Columns fix.
- Manually sort by connection date, copy the rows you want, paste into the Excel workbook, fix the column headers so they match the CRM import template.
- Go back to Leadoku to cross-reference three names whose LinkedIn URLs got truncated in the export, look them up one by one, paste the corrected URLs back in.
Your Monday morning is not supposed to be a data cleanup sprint. You're supposed to be sending messages, not reformatting columns — and you've already spent more time on this than you'd like to admit.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook and connects to Leadoku directly, so instead of exporting and reformatting, you just ask for what you need.
Here's the prompt for this specific task:
Pull all Leadoku new connections into my Excel sheet and write each one's name, LinkedIn profile URL, and connection date as rows in Sheet1, sorted by connection date newest first
What You Get
- Column A: Full name from Leadoku, formatted consistently across all rows.
- Column B: LinkedIn profile URL, complete and untruncated.
- Column C: Connection date, formatted as YYYY-MM-DD and sorted newest to oldest.
- Any connection that returns an error or missing field surfaces a note in that row so you can see what's incomplete instead of discovering a blank cell later.
What If the Data Is Not Quite Ready
The connection dates came in as text strings, not dates
If Leadoku returns dates as strings and Excel doesn't recognize them as dates, the sort order breaks.
Pull all Leadoku new connections into Sheet1 of my Excel workbook, write name, LinkedIn URL, and connection date, convert the connection date column to date format using YYYY-MM-DD, and sort rows by connection date descending
Some connections are missing a LinkedIn URL
A small number of Leadoku records may have the profile URL field blank — they still appear in the export but land as empty cells.
Pull all Leadoku new connections into Sheet1 of my Excel workbook and write name, LinkedIn profile URL, and connection date. If a connection is missing a LinkedIn URL, write 'Missing URL' in column B so I can spot and fix them.
I need to join this with a second worksheet that has company names
Your workbook has a worksheet called CompanyList with a column of LinkedIn profile URLs matched to company names. You want to enrich the Leadoku pull.
Pull all Leadoku new connections and write name, LinkedIn URL, and connection date into Sheet1. Then look up each LinkedIn URL against column A of CompanyList and write the matched company name into column D. If no match, leave column D blank.
Clean the data, flag gaps, and prep the CRM import in one go
The full kill-chain prompt — cleanup, enrichment, and formatting — before the data ever touches your CRM import workflow:
Pull all Leadoku new connections into Sheet1 of my Excel workbook sorted newest first. Standardize the date format to YYYY-MM-DD. Flag any row with a missing LinkedIn URL as 'Check URL' in column D. Look up each LinkedIn URL against CompanyList column A and write the matched company name into column E. Leave column E blank if there's no match.
The point is that cleanup and action belong in the same prompt — not in two separate passes.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook you use for CRM imports, then ask it to pull your Leadoku connections and sort them by connection date. Once that's working, look at the spoke on segmenting connections by recency tier — or the hub for a full breakdown of all four methods.