The Scenario
You inherited an Excel workbook from someone who left last quarter. It has 200 rows — enterprise accounts, each with an email address in column A and a tier label in column B: Platinum, Gold, or Silver. These accounts need to be assigned to the matching customer groups in Plain before the support team goes live next week.
The workbook is the source of truth. Plain is where it needs to land.
The bad version:
- Open Plain, search for the first customer by email, find their record, open the customer group panel, select the right group, save.
- Repeat for account two. And account three. All 200 of them.
- Realize 30 accounts in that the Gold group in the workbook is spelled "gold" and Plain's group is called "Gold Tier" — and now you need to figure out which rows you already processed before you can continue.
You are supposed to be setting up the support workflow, not manually clicking through two hundred records. The cognitive overhead of tracking your place, matching spelling variations, and not losing progress belongs to a different kind of task entirely.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the data in your columns and talks to Plain through its built-in integration — looking up each customer by email and assigning them to the group you specified, then writing the result back to your worksheet.
For each row in this worksheet, look up the customer by email in column A in Plain and add them to the group named in column B — write added or the error message into column C
What You Get
- Column C updated for every row: "added" when the customer was successfully added to the group
- Any email that does not match a Plain customer record returns "customer not found" in column C
- Any group name that does not match a Plain group returns "group not found" in column C
- Rows that already had the customer in that group return "already a member"
What If the Data Is Not Quite Ready
The group names in your workbook do not exactly match the group names in Plain
Read all rows where column B says Gold — look up each customer by email in column A in Plain and add them to the group with display name Gold Tier — write the result to column C
You only want to process rows where column C is still blank
For all rows in this worksheet where column C is empty, look up the customer in Plain by email (column A) and add them to the group in column B — write added or the error to column C, skipping any row where column C already has a value
You need to process only the Enterprise rows and leave the others alone
Read all rows where column B is Enterprise, look up each customer by email (column A) in Plain, and add them to the Enterprise Tier customer group — write the result to column C and leave all other rows untouched
Clean up emails, skip duplicates, assign groups, and produce a summary count
Read all rows in the Groups worksheet — normalize the email in column A to lowercase, skip any duplicate emails keeping only the first occurrence, look up each unique customer in Plain, add them to the group in column B, write the result to column C, and in cell E1 write the total number of successful additions
The pattern is to ask for the normalization and the action together, rather than cleaning the workbook first and running the action in a second step.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook with your account list, then ask it to assign those customers to their Plain groups in one pass. You may also want to audit those groups after assignment or bulk-upsert the underlying customer records if some emails do not exist in Plain yet.