The Scenario
The trade show wrapped last Thursday. Sixty business cards and badge scans came back as a spreadsheet from the events team — company names, contact names, emails — with a request to "get follow-up tasks assigned by end of week."
You're the sales director. Before you assign anything, you need to know which of these sixty companies are already SuiteDash clients. Sending a first-outreach email to a company you've been invoicing for two years is a recoverable mistake. Doing it twice in one quarter is not.
The bad version:
- Open SuiteDash. Search for the first company name. Write "Exists" next to it in the workbook.
- Search for the second. Slightly different spelling — no result. Try an abbreviated version. Maybe it's there, maybe it's new.
- Open a new browser tab. Go back to the workbook. Make a note that you're not sure about row 12.
- Sixty rows. Some take ten seconds, some take two minutes. An hour and a half later you have a list that's probably right.
Your team is waiting on this to know who to call Monday morning.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the company names in your leads list, checks each one against SuiteDash through its built-in integration, and writes the match result back into the workbook — no UI switching required.
Open the workbook with your leads list and type:
Check each company name in this Excel table against SuiteDash and in column C write the SuiteDash UID if found or 'Not found' — then count how many are new leads in cell D1
What You Get
- Column B: "Exists" for companies already in SuiteDash, "New" for companies not found
- Column C: the SuiteDash UID for any existing company
- Cell D1: total count of net-new companies
- Rows where the company name is ambiguous get a note rather than silently resolving to the wrong record
What If the Data Is Not Quite Ready
Some company names use abbreviations or informal names
For each company name in column A, search SuiteDash for the closest match and write the match status ("Exact match", "Fuzzy match", or "Not found") into column B and the SuiteDash UID into column C
You want a count of new vs existing companies in a summary cell
For each company name in column A, look it up in SuiteDash and write 'Exists' or 'New' into column B plus the UID if it exists. Then in cell D1 write the total count of new companies.
The leads workbook also has a contact email column and you want to check contacts, not just companies
For each row in this workbook, check if the company name from column A exists in SuiteDash — write the result in column C. Then separately check if the email from column D exists as a SuiteDash contact — write the result in column E.
Full kill chain: match companies, count new leads, flag fuzzy matches for review, and add a rep assignment column
For each company name in column A, look it up in SuiteDash. Write "Exact" or "Fuzzy" or "New" in column B. Write the SuiteDash UID in column C if found. In cell E1, write the count of "New" rows. Leave column D blank — that's for the rep assignments.
You now have a clean status column, a UID for any existing account, and a net-new count — everything the team needs to assign follow-up without stepping on existing relationships.
Try It
Get the 7-day free trial of SheetXAI and open your next batch of inbound leads in Excel — then ask it to cross-reference against SuiteDash before you assign a single task. Also see: Bulk-create companies and contacts from an Excel workbook and the SuiteDash overview.