The Scenario
Your renewal outreach campaign starts in six days. The starting point is a Salesforce export that your ops team dropped in an Excel workbook this morning — 600 accounts, emails in column A, account names in column B, renewal dates in column C. What is missing is what the account executives care most about: whether the customer is a promoter, a passive, or a detractor, and what they said in their last survey.
You have the export. Retently has the scores. Getting the two to talk is not something you have figured out yet.
The bad version:
- Open Retently, search for each account email one at a time, copy the latest NPS score and comment, switch back to Excel, paste into columns F and G. Repeat for 600 accounts.
- Give up around row 80 and try to export from Retently and VLOOKUP the results — discover the export uses a slightly different email format for a portion of accounts and the lookup fails silently on those rows.
- Spend an afternoon on a data problem instead of on the renewal strategy.
The account executives are expecting the enriched list Thursday morning. That timeline does not accommodate an afternoon of VLOOKUP debugging.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the account list, understands the structure, and through its built-in Retently integration it can look up each email, pull the latest score and comment, and write the results back into the workbook — row by row, in one pass, without switching between tabs.
Enrich the 600 rows in my Excel Renewals sheet — match on email in column A, pull the Retently NPS score into column F and last comment into column G
What You Get
- Column F receives the NPS score as a number for every matched account.
- Column G receives the verbatim comment text — or an empty cell if the customer has not left a comment.
- Accounts with no Retently record get Not Found in column F so you know which rows to flag rather than treating blank as score zero.
- The writeback preserves everything already in columns A through E — no overwrite risk.
What If the Data Is Not Quite Ready
Email format mismatches between the export and Retently
For each email in column A, attempt the Retently lookup — if the exact match returns no result, retry with the email address lowercased — write the score and comment as before, and flag any rows that still returned no match with No Match in column F
You only want to enrich accounts with a renewal date within 90 days
For each row in the Renewals sheet where column C contains a renewal date within the next 90 days, look up the email in Retently and write the latest NPS score into column F and the most recent comment into column G — skip rows outside that date range
You want to add a risk label based on the score
For each email in column A, look up the Retently NPS score and write it into column F — then add a Renewal Risk label in column H: High Risk for scores 0-6, Watch for scores 7-8, and Healthy for scores 9-10
Full enrichment plus outreach segment in one pass
Enrich all 600 rows in the Renewals sheet — look up each email in Retently, write the latest NPS score into column F and comment into column G — then in column H write High Priority for any account with a score below 7 and a renewal date within 60 days, so the AE team has a ready-made outreach segment
One prompt covers the data pull, the enrichment, and the segmentation logic.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook with an account list that needs NPS context before a renewal push, then ask it to enrich from Retently. See also exporting NPS feedback in bulk or the Retently integration overview.