The Scenario
You are the owner of a mid-size photography studio. Your accountant has asked for a pipeline review before the end of the fiscal year, and she wants every job — stage, shoot date, total order value, and amount paid — in one place.
You have 340 jobs in Tave across every stage from Lead to Delivered. The data is in Tave. Your accountant wants it in Excel.
The bad version:
- You go into Tave and look for an export option
- You find a limited CSV export that includes job name and stage but not financial totals
- You open the CSV in Excel, find the columns you need are missing
- You go job by job, opening each in Tave to copy the revenue numbers into the workbook manually
- Your accountant says the totals do not match the Tave dashboard and you spend two hours tracing the discrepancy
- The review is delayed a week and your accountant bills you for the extra time.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads from Tave and writes directly into the workbook, so you do not have to export anything or rebuild the columns.
Open the SheetXAI sidebar and type:
List all jobs in my Tave studio and write each one to this workbook — include job ID, name, stage, shoot date, total order value, and amount paid. Put the headers in row 1 and data starting in row 2.
SheetXAI calls Tave, pulls every job, and writes them into the workbook row by row. You come back to 340 rows of clean pipeline data ready for your accountant.
What You Get
A complete pipeline export in your workbook:
- Job ID — the Tave identifier, useful for cross-referencing
- Job name — client name or event name as entered in Tave
- Stage — current pipeline stage from Lead to Delivered
- Shoot date — from the Tave job record
- Total order value — the full dollar amount on the job
- Amount paid — what has been collected so far
The balance due is the difference. Add a formula in column G and you have a full receivables picture without a second prompt.
Want to group by stage or sort by shoot date? Add that to the prompt and SheetXAI structures it that way before writing to the workbook.
What If the Data Is Not Quite Ready
Pipeline exports are rarely exactly what the accountant ordered. SheetXAI handles reshaping and filtering in the same prompt.
When you only want jobs from this fiscal year
The full pipeline goes back years. Your accountant only needs this year's jobs.
List all Tave jobs with a shoot date in the current fiscal year (January 1 through December 31). Write each to this workbook with job ID, name, stage, shoot date, total order value, and amount paid. Sort by shoot date ascending.
When you need a balance-due column
Your accountant wants to see the outstanding balance, not just what was paid.
List all jobs in my Tave studio and write each to this workbook — job ID, name, stage, shoot date, total order value, amount paid, and a balance due column calculated as total order value minus amount paid.
When you want to group by stage
The accountant wants a structured view — one section per stage, subtotals at the top of each.
List all jobs in my Tave studio grouped by stage. For each stage, write a header row with the stage name and a subtotal of total order value and amount paid. Then list the individual jobs under each stage header with name, shoot date, total order value, and amount paid.
When the review needs jobs, payments, and open balance in one consolidated summary
Your accountant wants everything in one workbook — the full job list with revenue data, and a summary row at the bottom showing totals.
Pull all Tave jobs and write them to this workbook with job ID, name, stage, shoot date, total order value, amount paid, and balance due. At the bottom, add a summary row with total count of jobs, total revenue, total collected, and total outstanding. Sort the data by shoot date ascending.
The pattern: instead of exporting and reformatting manually, you describe the output you want and SheetXAI builds it.
Try It
Get the 7-day free trial of SheetXAI and ask it to pull your full Tave pipeline into a workbook. The Tave integration is included in every SheetXAI plan. For the reverse — pushing data from a workbook into Tave — see how to bulk import jobs or the Tave in Excel overview.