The Scenario
The customer service team is coming off a rough Tuesday. Fifty customers called or emailed about their deliveries — most asking where their order is, some asking why it hasn't arrived yet. Each call reference has an order number.
The team lead has built a Support Queue Excel workbook with those 50 order numbers in column A. She wants the current Shipday status and tracking info for each one written into the workbook so agents can work from it without switching between Shipday and their ticketing tool all morning.
The bad version:
- Open Shipday, search for order number from row 1, read the status, driver, and ETA, go back to Excel, type them into columns C and D. Navigate back to Shipday, search for the next order number.
- Agents start fielding calls at 9 AM. You're on row 12 at 8:55. You tell the team lead the workbook isn't ready yet. She tells you to keep going.
- Two agents start looking up orders directly in Shipday while you're still filling in the workbook. Now there's a shared screen everyone's using simultaneously and nobody's getting accurate info.
The workbook was supposed to reduce context-switching. It's creating more of it.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your list of order numbers and fetches the Shipday details for each one in a single pass, writing the results back into the columns you specify.
Paste this into the sidebar:
Read the order numbers in column A of my Support Queue Excel sheet and retrieve Shipday order details for each — write the tracking info and current status into columns C and D
What You Get
- One Shipday order lookup per row in column A, processed as a batch.
- Tracking info written into column C, current status into column D.
- Rows where the order number returns no result get "not found" in column C so agents know immediately not to reference them.
- The workbook is populated before the first call queue opens — not halfway through the shift.
What If the Data Is Not Quite Ready
Some order numbers have leading zeros stripped
The workbook was pasted from a CSV and some rows have truncated order numbers. Shipday won't find them in their shortened form.
For each value in column A of my Support Queue workbook, pad the order number to 6 digits with leading zeros, then fetch the Shipday order details and write tracking info and current status into columns C and D
You want undelivered orders sorted to the top
Agents need to prioritize active inquiries over orders that already completed.
For each order number in column A of my Support Queue workbook, fetch Shipday order details and write tracking info and status into columns C and D — then sort the workbook so rows where column D does not say "delivered" appear above rows where it does
You need additional fields for the support script
Agents also need the customer name and driver name to personalize calls.
For each order number in column A of my Support Queue workbook, fetch Shipday order details and write customer name into column B, tracking info into column C, current status into column D, and assigned driver name into column E
Fetch all details, flag long-delayed orders, sort by urgency, and add an agent notes column in one pass
The team lead wants the finished workbook ready for a 9 AM standup: all 50 orders populated, orders past their ETA flagged, sorted worst-case first, with a notes column for agents.
For each order number in column A of my Support Queue workbook, fetch Shipday order details and write customer name in B, tracking info in C, status in D, and ETA in E — highlight in red any row where ETA has passed and status is not delivered — sort by urgency with flagged rows first — add a blank column F labeled "Agent Notes"
The workbook your team actually needs, assembled from a single prompt.
Try It
Get the 7-day free trial of SheetXAI and open your customer support Excel workbook with a column of order numbers, then ask it to pull the Shipday status and tracking details for every row. Also worth reading: pulling all active Shipday orders into a live dispatch workbook, and the hub overview on connecting Shipday to Excel.