The Scenario
You manage 50 enterprise accounts at a managed IT services firm. Someone in the leadership meeting mentioned "we should be calling the accounts we haven't touched in a while." That was Tuesday. It is now Thursday afternoon and you have been handed the task of figuring out which accounts those are — which means digging through Nutshell activity logs one account at a time.
The bad version:
- You open Nutshell, click into the first account, scroll to the activity section, and note the date of the most recent log.
- You write it down in an Excel workbook. Click to the next account.
- Thirty accounts in, you've lost track of whether you're sorting by name or by ID, and you notice you skipped three accounts somewhere in the middle.
Nobody hired you to be a manual data harvester. The re-engagement calls are the actual job.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook and, through its built-in Nutshell integration, can pull activity data for each account and calculate dormancy flags — without you clicking through Nutshell one record at a time.
Open SheetXAI in the sidebar and ask:
Fetch all Nutshell accounts and their last activity date, write them into this Excel workbook, and flag any account with no activity in 90 or more days with DORMANT in a flag column, sorted by days-since-activity descending
What You Get
- One row per Nutshell account with account name, last activity date, days-since-activity count, and a DORMANT flag where applicable.
- Sorted from most dormant to least, so the top of the list is the first call queue.
- Accounts with recent activity still listed — no data hidden — so you can see the full picture.
- Accounts with no recorded activity at all flagged distinctly so you can decide how to handle them.
What If the Data Is Not Quite Ready
You already have account names in the workbook and want to fill in the rest
For each account name in column A of this workbook, fetch all activities from Nutshell and write the most recent activity date into column B — then in column C calculate days since last activity
You want to split the view by account owner
Fetch all Nutshell accounts with their last activity date and assigned owner — write account name, owner, last activity date, and days-since-activity into this workbook, flag DORMANT for any row over 90 days, sorted by owner then by days-since-activity descending
Some accounts have activity logged under different name spellings
Fetch all Nutshell accounts and their last activity dates — if two rows have account names that look like the same company with slight differences, merge them and use the most recent activity date before writing the output
Full re-engagement prioritization in one shot
Fetch all Nutshell accounts, pull each account's most recent activity date, calculate days since last activity, flag DORMANT for anything over 90 days, sort by days-since-activity descending, and add a column showing the assigned account owner for each row
When leadership wants a re-engagement call list by end of day, describe the full output — the flag, the sort, the owner column — in one prompt.
Try It
Get the 7-day free trial of SheetXAI and open a blank workbook or an existing account list — then ask it to pull the last activity date from Nutshell for every account and flag the dormant ones. You can also bulk-update lead statuses or log a batch of call activities against the right contact records.