The Scenario
It's Sunday evening. The Monday standup starts at 9 AM.
You run a client services team — eight account managers, about 40 active clients across the agency. Every Monday you open the standup with a review of outstanding follow-ups: who's overdue, who has something due this week, who's blocked waiting on a client response. That review lives in an Excel workbook that you maintain manually.
The last time you updated it was Thursday. You know there were follow-ups added in Magnetic on Friday. You have no idea which accounts they're on, who they're assigned to, or how many there are.
The bad version:
- Log into Magnetic, go to follow-ups, scroll through the list
- Try to filter by team or by due date — realize the filter UI resets when you navigate away
- Copy each follow-up row into the workbook by hand: client name, note, assignee, due date
- Miss two because they were buried in the overflow on another page
You can't walk into a client services standup with an incomplete picture of who owes what to whom.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the workbook and talks to Magnetic through its built-in integration — it can pull follow-ups, filter them, and write them into the columns your standup format expects.
Open the SheetXAI sidebar in your planning workbook and ask:
Export all scheduled Magnetic follow-ups into Excel 'Weekly Planning' with contact_name, company, task_description, and due_date — sort by due_date ascending
What You Get
- Every upcoming follow-up from Magnetic written into the worksheet with contact name, company, note, and due date
- Rows sorted by due date so the most urgent items surface at the top
- Nothing skipped — follow-ups across all accounts, not just the ones visible on the default Magnetic view
What If the Data Is Not Quite Ready
You want follow-ups for the whole team, not just yourself
Pull all upcoming Magnetic follow-ups for all users on the account team and write to worksheet 'Weekly Planning' with client_name, follow_up_note, assigned_to, and due_date — sort ascending by due_date
Some follow-ups are past due and you want them flagged separately
Pull all Magnetic follow-ups — upcoming and past due — write to worksheet 'Weekly Planning' with client_name, follow_up_note, due_date, assigned_to, and a column E flag: "OVERDUE" if due_date is before today, "DUE THIS WEEK" if within 7 days, otherwise blank
You only want follow-ups for specific account managers heading into a 1:1
Pull all Magnetic follow-ups assigned to sarah@agency.com and write to worksheet 'Sarah 1-1' with client_name, follow_up_note, due_date, and a notes column for session discussion
Full standup prep — pull, flag, sort, summarize
Pull all Magnetic follow-ups for all users, write to worksheet 'Weekly Planning' with client_name, follow_up_note, assigned_to, due_date — flag OVERDUE or DUE THIS WEEK in column E, sort by due_date ascending, then in cell A1 write a summary: total follow-ups, count overdue, count due this week
That prep used to take 20 minutes of clicking and copying. One prompt covers it.
Try It
Get the 7-day free trial of SheetXAI and open your weekly planning workbook, then ask it to pull this week's Magnetic follow-ups into the layout your team reads from on Monday morning. Also related: exporting Magnetic contact details, or the Magnetic integration overview.