The Scenario
The customer success team has a key account workbook — 80 rows, one company per row, with the account owner and ARR already filled in. Your CS director wants to add each contact's NPS score, plan tier, and last survey response date before the QBR prep call on Wednesday. You have that data in Refiner. Pulling it out by hand means opening 80 contact records one at a time.
The bad version:
- Open Refiner, search for the first email, find the contact profile, note the NPS score, plan tier, and last response date.
- Switch back to Excel, type the three values into columns B, C, and D.
- Repeat for all 80 accounts.
- Realize halfway through that two contacts have multiple Refiner profiles and you're not sure which one to use.
Eighty lookups by hand is an afternoon of work that produces data the QBR prep call could have had in five minutes.
The Easy Way: One Prompt in SheetXAI
SheetXAI lives inside your Excel workbook and can look up Refiner contact profiles in bulk, matching by email and writing the results back into the same rows.
For every contact ID in column A of this Excel workbook, fetch their Refiner profile and fill in email, account name, and segment list in columns B, C, and D
What You Get
- Column B: most recent NPS score for the contact
- Column C: plan tier attribute value
- Column D: date of last survey response formatted as YYYY-MM-DD
- Existing values in columns B through D are overwritten with the fresh data
- If no Refiner contact matches the email, those three cells are left empty and SheetXAI logs which rows had no match
What If the Data Is Not Quite Ready
Some emails in the workbook belong to contacts who have never responded to a survey
Look up the Refiner contact for each email in column A of this Excel workbook. Write plan tier in column B and last response date in column C. In column D write Never responded if there is no response date on record, otherwise leave column D blank.
You want to flag contacts whose NPS score has dropped since the last QBR
Look up the Refiner contact for each email in column A of this Excel workbook. Write current NPS score in column B. In column C write Dropped if the current score is lower than the value already in column C, otherwise write Stable. Do not overwrite column C's existing value — read it, compare it, and write the flag to column D.
Some contacts may not exist in Refiner yet and you want to know which ones to create
Look up the Refiner contact for each email in column A of this Excel workbook. Write NPS score in column B, plan tier in column C, and last response date in column D. In column E write Create in Refiner if the contact was not found.
You also want the segment list alongside the other fields for the QBR slide deck
Look up the Refiner contact for each email in column A of this Excel workbook. Write NPS score in column B, plan tier in column C, last response date in column D, and segment names as a semicolon-separated list in column E. Sort the output so contacts with an NPS score below 7 appear first.
Enrichment that surfaces the at-risk accounts at the top of the list means less time scrolling before the call.
Try It
Get the 7-day free trial of SheetXAI and open your key account workbook, then ask it to pull each contact's NPS score and plan tier from Refiner. You can also export the full contact list for a data audit or pull bulk NPS trend data for the QBR chart.