The Scenario
The weekly pipeline meeting is in 90 minutes. Your sales manager just messaged asking for a fresh list of every lead added to NetHunt CRM in the last seven days — name, owner, status, and the value field. The CRM folder has the data. Getting it into the Excel workbook your team actually reviews is the problem.
The bad version:
- Open NetHunt, navigate to the Leads folder, apply the date filter for the past 7 days, and realize the filter resets if you click away.
- Export a CSV, open it in Excel, discover it includes 14 system columns you don't need, and start deleting.
- Paste the cleaned rows into the workbook, reformat the creation date column, and notice the owner field exported as a user ID instead of a name.
This kind of task shouldn't need 45 minutes of setup. The meeting is not waiting for the data — it is waiting for you to have already done this before you walked in.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads your workbook, connects to NetHunt CRM, and writes the records directly where you need them. No CSV, no manual filter, no column cleanup.
Fetch all records created in the last 7 days from my NetHunt CRM Leads folder and write each record's ID, creation date, owner name, status, and value into a new worksheet called New Leads
What You Get
- A new worksheet called New Leads, created if it doesn't already exist.
- One row per record, with columns for ID, creation date, owner, status, and value.
- Dates formatted as YYYY-MM-DD. Owner names resolved from the CRM — not raw user IDs.
- Any records with missing fields get an empty cell rather than silently dropping the row.
What If the Data Is Not Quite Ready
The date column comes back as a timestamp, not a readable date
Fetch all records created in the last 7 days from my NetHunt CRM Leads folder, format the creation date as MM/DD/YYYY, and write ID, formatted date, owner, status, and value into the New Leads worksheet
I need records from two folders — Leads and Prospects — combined
Pull all records created in the last 7 days from both my NetHunt CRM Leads folder and my Prospects folder, add a column called Source indicating which folder each record came from, and write all results into a worksheet called Combined Pipeline
The owner field is returning a user ID, not a display name
Fetch records created in the last 7 days from my NetHunt CRM Leads folder. If the owner field is an ID rather than a name, look it up and write the display name instead. Write ID, creation date, owner display name, status, and value into New Leads.
The workbook has stale data from last week — clean it first, then pull fresh records
Clear everything below row 1 in my New Leads worksheet, then fetch all records created in the last 7 days from my NetHunt CRM Leads folder and write each record's ID, creation date, owner, status, and value starting at row 2
The pattern is to combine the cleanup and the pull in a single instruction — no separate step, no risk of running one without the other.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook you use for pipeline review, then ask it to pull your latest NetHunt leads directly into the workbook. Or explore the related article on tracking deal stage changes day by day, or the hub overview covering all four ways to connect NetHunt CRM to Excel.