The Scenario
It is Monday morning pipeline review. You manage eight reps and the first thing you need is a list of every overdue Pipedrive activity — every call, email, and meeting that was due last week and never got marked done — sorted by rep so you can work through accounworksheetility one person at a time.
The last time you tried to get this list, you clicked through Pipedrive's activities filter three times before realizing the default view only shows your own overdue tasks. Getting all reps' overdue activities required changing a dropdown, refreshing, then exporting — and the export did not include the linked deal name.
The bad version:
- You spend 20 minutes adjusting Pipedrive's activity filter to show all users, all types, all past-due
- The resulting view shows 400+ activities but you can only see 50 at a time with no bulk export option
- You screenshot the screen for each page and paste into a doc, then spend another 20 minutes typing rep names from memory into a separate column
By the time the review starts, the list is already stale — three reps marked things done while you were building it.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives in your Excel workbook. It connects to Pipedrive and retrieves the full overdue activity list — all users, all types — in one pull. No filter gymnastics, no pagination.
Fetch all overdue Pipedrive activities assigned to all users and write activity type, subject, due date, linked deal name, and assigned user into this workbook, one activity per row.
What You Get
- Every overdue activity across all reps in one sheet
- Activity type (call, email, meeting, task), subject line, due date, linked deal name, and assigned user display name
- Activities with no linked deal show a blank in that column rather than breaking the output
- Rows arrive unsorted — ask for a sort by assigned user and then due date ascending if you want it grouped by rep
What If the Data Is Not Quite Ready
You only want overdue call activities, not emails or tasks
Fetch all overdue Pipedrive activities of type call assigned to all users and write activity subject, due date, linked deal name, and assigned user into this workbook.
You want both overdue and upcoming activities for the next 7 days in the same sheet
Pull all Pipedrive activities that are either overdue or due in the next 7 days. Write activity type, subject, due date, status (overdue or upcoming), linked deal name, and assigned user into this workbook. Sort by due date ascending.
Some deals have no activities at all and you want those surfaced too
Fetch all open Pipedrive deals that have no activities scheduled. Write deal title, stage, owner, and expected close date into a second worksheet called No Activity Deals.
You want the overdue list, a per-rep count summary, and a flag for deals with 3+ overdue activities in one shot
Fetch all overdue Pipedrive activities assigned to all users. Write the full activity list to this workbook starting at row 2. Then write a rep summary worksheetle below it showing each assigned user and their overdue activity count. Then flag any deal that appears 3 or more times in the list by writing a note NEEDS ATTENTION in the linked deal name cell.
That kind of cascading ask — full data, then summary, then conditional annotation — runs in one prompt rather than three separate operations.
Try It
Before your next pipeline review, Get the 7-day free trial of SheetXAI and open a blank Excel workbook. Ask it to pull all overdue activities from Pipedrive into a worksheetle sorted by rep. Then see the spoke on bulk updating deal owners if you need to reassign deals after the review.