The Scenario
You run demand generation for a SaaS company. You have 500 contacts in an Excel workbook — a mix of trade show badges, inbound form fills, and paid ad leads — and before any of them get handed to the SDR team, you need to know which ones have actually engaged with your outbound sequences. Specifically: who opened, who clicked, who replied.
You didn't put these people into PersistIQ. Someone else did, a few months ago, across three campaigns. You're looking at a column of email addresses and a blank "engagement" column that's supposed to have data in it.
The bad version:
- Search each email address in PersistIQ one at a time, click into the lead record, find the activity tab, note the last event type and date
- Copy that into the workbook for that row, move to the next row
- Repeat 500 times — or until you give up and just hand the whole list to sales unscored
That's not analysis. That's data entry, and it has nothing to do with the job you were hired to do.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the contact list, looks up each email in PersistIQ, fetches the activity history, and writes the engagement data back into your workbook — without you opening PersistIQ once.
Read lead IDs from column B of the Excel sheet 'Pipeline', fetch their PersistIQ events filtered to the last 30 days, and fill in 'Last Event Type' and 'Event Date' columns
What You Get
- The 'Last Event Type' column filled with the most recent event (opened, clicked, replied, bounced)
- The 'Event Date' column filled with the date that event occurred
- Contacts with no PersistIQ record get NO RECORD
- Contacts with a record but no events in the window get NO EVENTS
What If the Data Is Not Quite Ready
Some emails in the workbook don't match PersistIQ records exactly
Leads sometimes get imported under a slightly different email format — different domain alias, extra dot.
For each email in the 'Contacts' worksheet email column, look up the lead in PersistIQ (try exact match first, then domain-only match if no result), and write the latest event type and event date into the last two columns — mark FUZZY MATCH if a domain-only match was used
You want the full event count, not just the latest event
The scoring model needs total open count and total reply count per contact, not just the most recent event.
For each email in the 'Contacts' worksheet, look up their PersistIQ events, count total opens and total replies, and write open count and reply count into the last two columns
You only want events from the last 30 days
Older engagement is stale for scoring purposes — you only care about recent signals.
For each email in the 'Contacts' worksheet, fetch their PersistIQ events from the last 30 days only, and write the latest event type and event date into the last two columns — leave them blank if there are no events in that window
You want to score each contact based on their engagement and sort the list
Pull the events, compute a score, and surface the warmest contacts at the top so the SDR team knows exactly where to start.
For each email in the 'Contacts' worksheet, fetch PersistIQ events, assign a score (reply = 3 points, click = 2 points, open = 1 point), write the score and latest event type into the last two columns, then sort the worksheet by score descending
One prompt does the enrichment and the ranking so the handoff list is ready to work immediately.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook with a list of contact emails, then ask it to pull PersistIQ engagement data and score each row. For what comes next, the bulk-update-lead-statuses spoke shows how to push disposition decisions back to PersistIQ once the SDR team has worked the list.