The Scenario
The AE team lead pinged you at 8:45 AM: she needs a fresh list of every lead currently sitting at "Interested" status in PersistIQ so her reps can start personalized follow-up calls today. She wants names, emails, companies, and the date each lead last moved.
The bad version:
- Open PersistIQ, filter by status "Interested," realize the export button gives you every field and 20 columns you don't need
- Download the CSV, open it in a separate workbook, delete the columns you don't want, reformat the dates
- Paste the cleaned data into the shared Excel workbook the AE team actually uses — or email it, which means version control issues by afternoon
Three separate tools, two manual cleanup steps, and the moment anyone updates a lead status, your workbook is stale.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, connects to PersistIQ, and writes the results directly to whatever worksheet you name — no CSV, no reformatting, no copy-paste between tools.
Pull every PersistIQ lead updated in the last 14 days and dump them into the Excel sheet 'Recent Activity' with their current status and the campaign they belong to
What You Get
- A worksheet named "Recent Activity" with one row per matched lead
- Columns: full name, email address, company, current status, campaign name
- All pages of results — not just the first 50 — pulled through automatically
- The worksheet is created fresh each time you run the prompt, so the data is always current
What If the Data Is Not Quite Ready
You want the list filtered to a specific campaign, not all "Interested" leads
Not every interested lead is the same — some came from your cold outreach campaign, some from a partner referral sequence.
Fetch all PersistIQ leads with status 'Interested' who belong to campaign ID 3390, and write name, email, company, and campaign name to the 'Hot Leads' worksheet
The AE team wants the list sorted by how recently each lead was updated
They want to work the freshest leads first.
Fetch all PersistIQ leads with status 'Interested', sort them by last-updated date descending, and write name, email, company, and last-updated date to the 'Hot Leads — Sorted' worksheet
You need leads from two different statuses combined
The AEs want both "Interested" and "Meeting Scheduled" in one list so they have the full warm pipeline.
Fetch all PersistIQ leads with status 'Interested' or 'Meeting Scheduled', combine the results, and write name, email, company, status, and last-updated date to the 'Warm Pipeline' worksheet
You want to flag leads that have been sitting at "Interested" for more than 14 days
Pull the list and add a column flagging contacts that might need a manual nudge.
Fetch all PersistIQ leads with status 'Interested', calculate the number of days since last-updated date for each, write name, email, company, last-updated date, and days-since-update to the 'Hot Leads' worksheet, and flag any lead with more than 14 days since update in a 'Needs Nudge' column
The consistent pattern: combine the filter logic and the destination worksheet in one prompt rather than exporting and reformatting separately.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook, then ask it to pull your interested leads from PersistIQ and land them in a worksheet your AE team can work from directly. For the next step in the workflow, the append-engagement-events spoke shows how to enrich each contact with open and reply data before handoff.