The Scenario
Your growth team ran a campaign last month. The results are back: 120 email addresses bounced hard, and the rest of the ops team has already gone through and marked a further 30 as disqualified for other reasons. All 150 are sitting in an Excel workbook with the column header "Bounces and DQ."
Your job is to update every one of them in PersistIQ to "Do Not Contact" before the next send cycle kicks off tonight.
The bad version:
- Open PersistIQ, search the first email address, open the lead record, change the status, save
- Repeat 150 times
- Realize partway through that some of the emails in the workbook aren't in PersistIQ at all — they were never created as leads — so you can't tell which ones you've actually updated and which ones silently did nothing
That's a real problem. A lead you think you suppressed but didn't actually suppress will get another email at 7 PM when the sequence fires.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the suppression list, looks up each lead in PersistIQ, and pushes the status update — writing the result back to the workbook so you have an audit trail before the send.
Read the Excel table 'Disqualified' (columns: lead_id, new_status, tag), look up each lead in PersistIQ, and update status and tags accordingly — log the result in column D
What You Get
- Column D filled with UPDATED, NOT FOUND, or FAILED with reason for every row
- Leads that don't exist in PersistIQ are flagged NOT FOUND rather than silently skipped
- The result column gives you a clear count of how many suppression records actually landed
What If the Data Is Not Quite Ready
The workbook doesn't have PersistIQ lead IDs — only emails
You got the bounce report from your ESP and it only has email addresses.
For each email in the 'Bounces' worksheet email column, look up the PersistIQ lead by email address, update their status to 'Do Not Contact', and write the lead ID and update result into the last two columns
You need to update both status and add a tag at the same time
Your ops convention is to mark bounced leads DNC and also tag them "hard-bounce" for reporting.
For each row in the 'Disqualified' worksheet, find the PersistIQ lead by the lead_id column, update their status to 'Do Not Contact' and add the tag 'hard-bounce', and write UPDATED or FAILED into the result column
Some rows have a different target status — not all are "Do Not Contact"
The workbook has a "new_status" column with different values per row: some "Do Not Contact," some "Unqualified," some "Lost."
For each row in the 'Dispositions' worksheet, find the PersistIQ lead by the email column, update their status to the value in the new_status column, and write UPDATED or FAILED into the result column
You want to confirm the updates took effect before the evening send
After running the update pass, pull the current status for each lead from PersistIQ and verify it matches what you set.
For each email in the 'Bounces' worksheet, fetch the current PersistIQ lead status and write it into the verification column — flag any row where the status does not match 'Do Not Contact' in the next column
Combining the verification pull with the update in one pass means you know before the sequence fires whether the suppression worked.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook with your suppression or disposition list, then ask it to push the status changes to PersistIQ and write back the confirmation. The remove-closed-leads-from-campaign spoke shows the next logical step — pulling those same contacts out of any active sequences they're still enrolled in.