The Scenario
You're a B2B consultant who's been active on LinkedIn for the past quarter — 200-odd connections, made across three months of outreach, follow-up requests, and event networking. The names are in Leadoku. The problem is that "200 connections" is not a useful number. What's useful is knowing which 15 of them you should have messaged two weeks ago, which 40 are still warm enough to act on this week, and which 140 have drifted past the point where a cold message lands well.
You've been putting off building this prioritization layer because you knew it meant an afternoon in a workbook. Your assistant asked about it twice. You told them you'd get to it.
The bad version:
- Export from Leadoku, open the CSV in Excel, calculate the number of days since each connection date using a custom formula in a helper column, review the ranges yourself, and type "Hot," "Warm," or "Cold" into each row by hand.
- Realize partway through that the date format is inconsistent across different batches — some are MM/DD, some are DD/MM — and spend 30 minutes untangling which rows are which.
- Send the workbook to your assistant to finish the last 60 rows, receive it back with some cells left blank because they weren't sure about the cutoffs, fix it yourself anyway.
This isn't analysis work. It's transcription. And you're running a consulting practice, not a data entry operation.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, connects to Leadoku, and applies your tier logic in the same step — no intermediate export, no formula column to build afterward.
Here's the prompt for this specific task:
Pull my Leadoku connections into my Excel sheet and add a 'Priority Tier' column: 'Hot' if connected within 7 days, 'Warm' for 8–30 days, 'Cold' for older than 30 days
What You Get
- Column A: Full name from Leadoku.
- Column B: LinkedIn profile URL.
- Column C: Connection date in YYYY-MM-DD format.
- Column D: Priority Tier — "Hot," "Warm," or "Cold" — applied based on connection date relative to today.
- The sort order puts Hot connections first, then Warm, then Cold, so the rows you should act on are already at the top.
What If the Data Is Not Quite Ready
The date format is inconsistent across connection batches
If Leadoku surfaces dates in mixed formats across different time periods, the tier calculation breaks on rows where the date can't be parsed.
Pull all connections from Leadoku into Sheet1 of my Excel workbook and normalize the connection date column to YYYY-MM-DD before applying tier logic: Hot within 7 days, Warm for 8–30 days, Cold for older than 30 days. Flag any row where the date couldn't be parsed as 'Date Error' in column D.
I want a tighter cutoff for overdue follow-ups
Your outreach window is shorter than the defaults — anything older than 14 days without a message is effectively cold for your sales cycle.
Pull all Leadoku connections into Sheet1 of my Excel workbook. Add a 'Follow-Up Status' column: 'Act Now' if connected within 7 days, 'Overdue' for 8–14 days, 'Cold' for older than 14 days. Sort by Follow-Up Status so Act Now rows appear first.
I need to cross-reference against a worksheet of people I've already messaged
You have a worksheet called MessagingLog with LinkedIn URLs in column A. You don't want to surface connections you've already reached out to as Hot — they should be marked "In Progress" instead.
Pull all Leadoku connections into Sheet1 of my Excel workbook. Apply tier logic: Hot within 7 days, Warm for 8–30 days, Cold for older than 30 days, in column D. Then look up each LinkedIn URL against MessagingLog column A. If there's a match, override the tier with 'In Progress' in column D.
Pull the connections, segment them, flag overdue ones, and enrich with company name in one pass
Pull all Leadoku connections into Sheet1 of my Excel workbook. Write name, LinkedIn URL, and connection date. Normalize dates to YYYY-MM-DD. Apply tier logic: Hot within 7 days, Warm for 8–30 days, Cold for older than 30 days, in column D. Look up each LinkedIn URL against CompanyList column A and write the matched company name into column E. If no match, leave column E blank. Sort rows so Hot appears first.
One prompt. No intermediate steps.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where you track your LinkedIn pipeline, then ask it to pull your Leadoku connections and classify them by tier. After that, see the spoke on exporting your full connections list for CRM import — or the hub for a walkthrough of all four methods.