The Scenario
The sales manager got back from two weeks of leave and the first question in the Monday meeting was: how many new clients did we onboard while I was away, and who is handling each of them? The answer requires pulling all Moneybird contacts created in the last 60 days. Nobody has run this kind of report before. The contacts are in Moneybird. The account manager assignments are in a separate Excel workbook. And the meeting is in 90 minutes.
The bad version:
- Export the full Moneybird contact list as a CSV, open it in Excel, filter the creation date column for the last 60 days
- The creation date came out as a text string in the CSV, not a date, so the filter does not work — spend time converting it
- Manually VLOOKUP the contact names against the account manager assignment workbook, find that 8 contacts are spelled differently between the two systems
Ninety minutes is already tight. This sequence burns most of it on data plumbing instead of the actual analysis.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, connects to Moneybird through its built-in integration, fetches filtered contact data, and writes it where you point it.
The prompt:
Filter Moneybird contacts created after 60 days ago and write their company name, email, phone, and creation date into the Contact Search worksheet
What You Get
- SheetXAI filters contacts server-side — only records created in the window you specified come back
- Company name, email, phone, and creation date land in four clean columns in the Contact Search worksheet
- Creation date arrives as a readable date value, not a formatted string from a CSV export
- If any contact is missing a phone number, the cell is blank rather than erroring
What If the Data Is Not Quite Ready
I need to limit the results to contacts where the email domain ends in .nl
Fetch all Moneybird contacts created after 60 days ago and write company name, email, phone, and creation date to the Contact Search worksheet — then filter the results to only include rows where the email address ends in .nl
I also need to look up each contact's account manager from a second worksheet
Fetch all Moneybird contacts created after 60 days ago and write company name, email, phone, and creation date to the Contact Search worksheet — then look up each company name in the Account Managers worksheet (column A = company name, column B = account manager) and write the match to column E — write NO MATCH for any that are not found
The creation date needs to be in DD/MM/YYYY format for the report template
Fetch all Moneybird contacts created after 60 days ago and write company name, email, phone, and creation date to the Contact Search worksheet — format the creation date as DD/MM/YYYY
Pull the filtered contacts, format dates, join to account managers, and flag unmatched rows
Fetch all Moneybird contacts created after 60 days ago — write company name, email, phone, and creation date formatted as DD/MM/YYYY to the Contact Search worksheet — look up each company name in the Account Managers worksheet and write the account manager to column E — write NO MATCH for any contacts not found in that worksheet
One prompt, one pass — the filter, the format, and the join all happen together.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook, then ask it to pull the slice of your Moneybird contacts you actually need. When the meeting is over, check out how to bulk-update those contacts or log follow-up notes across the list.