The Scenario
Your email marketing specialist just finished a webinar with 300 attendees. Leadership wants every attendee added to the referral program invite queue before the follow-up email goes out Monday — so the invitation lands in their inbox as a coordinated touchpoint, not a random follow-up a week later.
The attendee list is in an Excel workbook. The referral program invite feed is in Referral Rock. The specialist has never touched Referral Rock before.
The bad version:
- Export the attendee list, open Referral Rock, find the invite feed section.
- Click "Add to invite feed," enter first name, email, program ID. Save. Repeat.
- Discover that the invite feed UI only accepts one contact at a time.
Three hundred individual form submissions. By the time you're done, Monday's email has already gone out without the referral invite.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the attendee data and pushes every contact into the Referral Rock invite feed in a single operation — no UI required.
Add all contacts in this worksheet to the Referral Rock invite feed for program SUMMER-REF using email in column A and first name in column B, then write the result of each addition into column C
What You Get
- Column C fills with "added" or an error note for each of the 300 rows.
- All contacts enter the invite queue in one operation.
- Contacts that were already in the invite feed or already members get a note in column C — "already in feed" or "existing member" — so you don't send a duplicate invitation.
What If the Data Is Not Quite Ready
First and last names are in separate columns and the invite feed expects a full name
Add every contact in this worksheet to the Referral Rock invite feed for program SUMMER-REF using email in column A and the concatenation of first name in column B and last name in column C as the full name, then write the result into column D
You have contacts for two different programs and the program ID lives in column C
Push every row in this worksheet to the Referral Rock invite feed using email from column A, first name from column B, and program ID from column C, and write the result into column D
Some contacts on the list explicitly opted out and are flagged in column D
Add all contacts in this worksheet to the Referral Rock invite feed for program SUMMER-REF using email in column A and first name in column B, but skip any row where column D says "opt-out", and write "added" or "skipped (opt-out)" into column E
Deduplicate emails, remove opt-outs, push to invite feed, and report count in one shot
In this worksheet, remove duplicate emails from column A (keep the first occurrence), skip rows where column D says "opt-out", add the remaining contacts to the Referral Rock invite feed for program SUMMER-REF using email from column A and first name from column B, write the result into column E, and write the total count of successful additions into cell G1
A single prompt that handles dedup, exclusion, and the push means you hand off a workbook that's already clean — not one that needs three more steps before it's usable.
Try It
Open your webinar attendee workbook and get the 7-day free trial of SheetXAI. Ask it to push all 300 contacts into the Referral Rock invite feed before Monday's follow-up email. Related reading: bulk-enrolling members and exporting the member roster — both in the Referral Rock hub.