The Scenario
The sales manager has 25 discovery call IDs from last month sitting in column A of an Excel workbook. She needs the ZRA scorecard for each one — criterion, score, pass/fail — to rank reps for Q3 coaching.
She forwarded a request to RevOps on Tuesday. Today is Thursday and she hasn't heard back.
She opens ZRA herself. She finds a call. She finds the scorecard. It's a nested table inside the ZRA call detail view. She right-clicks. No export option. She tries to select the table and copy it into Excel. The formatting breaks on paste.
She sends a follow-up message to RevOps and closes ZRA.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. Through its built-in Zoom Revenue Accelerator integration, it can pull scorecard data for each call ID and flatten the nested criteria into clean rows.
For each conversation ID in column A, fetch the Zoom ZRA scorecard and write each criterion name and score into new columns in this workbook
What You Get
- One row per scorecard criterion per call, with conversation ID, criterion name, score, and pass/fail.
- All 25 calls processed in one pass.
- Flattened structure means you can sort by criterion or rep without reshaping the data.
- The rep ranking is a PivotTable away — or ask SheetXAI to build that too.
What If the Data Is Not Quite Ready
You want one row per conversation, with criteria as column headers
For each conversation ID in column A, fetch the ZRA scorecard and write the results as one row per conversation. Use each criterion name as a column header and the score as the value. Add a PassCount column at the end showing how many criteria the rep passed.
Some call IDs are from a different quarter and have no ZRA scorecard
For each conversation ID in column A, attempt to fetch the ZRA scorecard. If no scorecard exists, write 'no scorecard found' in column B and skip the remaining columns. For calls with a scorecard, write ConversationId, Criterion, Score, and Passed as columns.
You want to compare each score against that rep's average across all 25 calls
Pull ZRA scorecards for all 25 conversation IDs in column A. After writing the raw criterion scores, add a column showing whether each score is above or below that rep's average score across all their calls in the dataset. Label the column 'vs. Rep Avg'.
Full coaching data structure: pull, summarize by rep, and flag weak criteria
For each conversation ID in column A, fetch the ZRA scorecard and write ConversationId, RepName, Criterion, Score, and Passed to the 'Raw Scores' worksheet. On the 'Rep Summary' worksheet, write one row per rep with their average score per criterion. Write any criterion where a rep's average is below 70 to the 'Needs Work' worksheet with the rep name, criterion, and average score.
One prompt, the full coaching data structure.
Try It
Get the 7-day free trial of SheetXAI and open your call ID Excel workbook, then ask it to pull ZRA scorecards for each conversation from Zoom. For pulling AI meeting summaries instead of ZRA scorecards, see the spoke on pulling AI meeting summaries, or the hub overview on all the ways to connect Zoom to Excel.