The Scenario
You're a sales manager and you sent 25 proposals last month. Some of those clients have gone quiet. Others opened the proposal four times in two days. You have no idea which is which, because your follow-up call list is just a flat list of names with no signal attached. The data exists in Nusii — view events, timestamps, acceptance events — but it's not in an Excel workbook where you can sort and act on it.
The bad version:
- Open Nusii, click on proposal 1, find the activity log, note the view count and last view date. Open the workbook, find the row, enter the numbers.
- Do this for all 25 proposals.
- Sort the workbook by view count manually — realize you also want last view date and have to re-sort.
- The follow-up calls that were supposed to happen this morning are now happening this afternoon because of this.
Your job is to close deals, not audit proposal metrics by hand.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to Nusii, fetches all activity events across every sent proposal, and writes them into the workbook in one operation — sorted and ready for prioritization.
Here is the prompt for this specific task:
For each proposal ID in column A of my Excel follow-up sheet, fetch Nusii activity records and write the total view count and last view date into columns B and C
What You Get
- Total view count and last view date written per proposal ID row.
- Blank cells in columns B and C for any proposal with no recorded activity.
- No manual clicking through proposal activity logs in the Nusii UI.
- The result lands directly in the workbook where your follow-up list already lives.
What If the Data Is Not Quite Ready
Some proposal IDs in column A are outdated or no longer exist in Nusii
For each proposal ID in column A, attempt to fetch Nusii activity — if the proposal is not found, write "Not found" in column B and skip column C — if found, write total view count in column B and last view date in column C
You want to flag proposals that have been viewed multiple times but not accepted
Fetch activity for all proposal IDs in column A — calculate total view count and last view date per proposal — write view count in column B, last view date in column C — in column D write "Hot lead" if view count is 3 or more, otherwise leave blank
You want to pull all sent proposals directly from Nusii rather than using a pre-built ID list
Fetch all sent Nusii proposals — for each, retrieve the total view count and last view date from activity records — write proposal title, client name, view count, and last view date into columns A through D of this workbook — sort by view count descending
Full follow-up prioritization: pull, score, and rank in one pass
Fetch all Nusii activities across sent proposals — calculate view count and last view date per proposal — fetch proposal status for each — write proposal title, client name, status, view count, last view date into columns A through E — in column F write a priority score: 3 if accepted, 2 if view count is 3 or more, 1 if view count is 1 or 2, 0 if never viewed — sort rows by column F descending
Combining the activity pull, the scoring logic, and the sort in one prompt gives you a prioritized call list without a separate formula step.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where your follow-up list lives, then ask it to pull Nusii proposal activity and score your leads before your next sales standup. Also see how to export your full proposals pipeline for a quarterly debrief or how to bulk-update proposal expiry dates — back to the Nusii Proposals overview.