The Scenario
It's the first week of Q3. The sales director has 40 ZRA deal IDs in column A of an Excel workbook. The QBR is tomorrow. Each deal needs its current name, stage, amount, and activity count so she can walk the pipeline without toggling between ZRA and the workbook mid-presentation.
The cells next to the IDs are blank. She has an analyst, but he's out today.
She opens ZRA. She finds deal one. She copies the name. She switches to Excel. She pastes it. She types the stage and amount by hand because the copy-paste didn't capture the whole record.
Deal seven: she pastes the amount from deal six by accident. She catches it on deal nine when she's cross-checking.
Forty deals, forty manual lookups, at least three copy errors waiting to happen.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the deal IDs and through its built-in Zoom Revenue Accelerator integration fetches the details for each one.
For each deal ID in column A, fetch the deal details from Zoom Revenue Accelerator and write the deal name, stage, amount, and owner into columns B through E
What You Get
- Columns B through E filled with deal name, stage, amount, and owner for all 40 deals.
- Any deal ID that returns no data gets a note in column B so you know which ones are stale or missing.
- Done before the QBR prep meeting starts.
- No copy errors from clicking through 40 separate ZRA deal pages.
What If the Data Is Not Quite Ready
You also need activity count — conversations associated with each deal
For each deal ID in column A, fetch the deal details from Zoom Revenue Accelerator and write the deal name, current stage, total amount, owner, and number of associated conversations to columns B through F.
Some deal IDs are stale — they no longer exist in ZRA
For each deal ID in column A, fetch ZRA deal details. Write deal name, stage, amount, and owner to columns B through E. For any deal ID that returns no record, write 'deal not found in ZRA' to column B and leave columns C through E blank.
You need the output organized by pipeline stage — one section per stage
For each deal ID in column A, fetch ZRA deal details (name, stage, amount, owner, activity count). After all 40 are fetched, sort by stage and write to the workbook grouped by stage, with a blank row between each group and a stage header row before each group.
Enrich all deals, flag at-risk ones, and draft the QBR narrative in one pass
For each deal ID in column A, fetch deal name, stage, amount, owner, and activity count from Zoom Revenue Accelerator. Write results to columns B through F. In column G, write 'AT RISK' for any deal in 'Negotiation' or 'Proposal' stage with fewer than 3 activities and an amount over $50,000. After all rows are filled, write a 4-bullet QBR summary to cell I1 covering deal count by stage, total pipeline value, and at-risk deals by name.
QBR deck narrative, built from the data in one prompt.
Try It
Get the 7-day free trial of SheetXAI and open your ZRA deal list Excel workbook, then ask it to enrich every row with deal details from Zoom Revenue Accelerator. For pulling conversation data and engagement scores instead of deal details, see the spoke on pulling ZRA conversation data, or the hub overview on all the ways to connect Zoom to Excel.