The Scenario
You're a customer success manager at a B2B services firm. You have 60 churned accounts in an Excel workbook — column A is email. Re-engagement calls start Monday. Before each call, you need to know whether the contact is still subscribed in Loops and what their 'plan' and 'account_type' custom fields say, because that changes how you open the conversation.
The bad version:
- Open Loops, search the first email, note the subscription status and plan field, switch back to the workbook, type it in
- Do that 60 times
- Get through 15 contacts before the end of the day, leave the rest for Monday morning, walk into the first call half-prepared
You don't have time for that.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads the data and talks to Loops.so for you. No mapping, no automation, no copy-paste.
Open the SheetXAI sidebar and type:
For each email in column A, look up the Loops contact and write their subscription status and the value of the 'plan' custom field into columns B and C.
What You Get
- Column B shows each contact's subscription status as returned by Loops (subscribed, unsubscribed, or 'Not found')
- Column C shows the 'plan' custom field value for each contact
- The workbook is ready to use as a call prep reference — all 60 rows annotated before Monday
What If the Data Is Not Quite Ready
When you need multiple custom fields pulled at once
Look up every email in column A in Loops and write the contact's subscribed status, userGroup, and any custom fields into columns B through D. Mark 'Not found' if the contact doesn't exist.
When you want to flag contacts who are unsubscribed for a different re-engagement track
For each email in column A, look up the Loops contact — write subscription status in column B and 'plan' in column C. In column D, write 'Resubscribe track' if the status is unsubscribed, 'Standard' if subscribed.
When some emails in column A have formatting issues
Trim and lowercase each email in column A, then look up the Loops contact for each one and write the subscription status in column B and the 'plan' field value in column C. Mark 'Not found' if the contact doesn't exist.
When you want it all in one shot
For each email in column A, look up the Loops contact — write subscribed status in column B, 'plan' in column C, 'account_type' in column D. In column E, write 'Priority' if subscribed is false and account_type is 'enterprise', otherwise 'Standard'. Count Priority rows in cell G1.
The pattern: instead of looking up each contact manually and then deciding how to approach the call, you ask for both in one prompt.
Try It
Get the 7-day free trial of SheetXAI and open any workbook with customer emails. Ask it to look up their Loops contact details for each row. The Loops.so integration is included in every SheetXAI plan. For related tasks, see Bulk Update Contact Properties in Loops.so From an Excel workbook or the Loops.so in Excel overview.