The Scenario
Monday, 9:45 AM. The sales manager has twenty discovery call IDs from last week in column A of an Excel workbook. Pipeline review is at 10:30. She wants the Zoom AI meeting summary for each call — key topics, next steps — in columns B and C before the meeting starts.
Getting them manually means opening each call in Zoom's web portal, clicking through to the AI Companion summary tab, copying the text, switching back to the workbook, pasting. Twenty times.
She did this last week. She's not doing it again today.
The bad version:
- Open Zoom web portal. Find meeting one in the past meetings list. Click through to the AI summary. Copy the summary text. Switch to Excel. Paste to column B. Copy the next steps section. Paste to column C.
- Lose your place in Zoom's meeting list because the tab refreshed. Find meeting two. Repeat.
- On meeting twelve, paste the summary from meeting eleven by accident. Catch it at the end and have to redo four entries.
Twenty copy operations with two tabs open. The cognitive switching cost is the real tax.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the call IDs and through its built-in Zoom integration pulls the AI-generated summary for each one directly into the workbook.
For each meeting ID in column A of this workbook, fetch the Zoom AI meeting summary and write the summary text to column B and next steps to column C
What You Get
- Column B has the full AI summary for each call.
- Column C has the extracted next steps.
- Any call without a summary (AI Companion off, recording disabled) gets a note in column B so missing data is visible.
- Done before the pipeline review starts.
What If the Data Is Not Quite Ready
Some call IDs in column A are UUIDs rather than meeting IDs
Column A has a mix of Zoom meeting IDs and meeting UUIDs. For each row, fetch the AI meeting summary using whichever identifier works and write summary text to column B and next steps to column C. If no summary is found, write 'no AI summary found' in column B.
You want the rep name extracted alongside the summary for the coaching dashboard
For each meeting ID in column A, fetch the Zoom AI meeting summary. Write summary text to column B, next steps to column C, and extract the rep name from the meeting topic or metadata and write it to column D.
You only want summaries for calls from the past 7 days
Column A has meeting IDs and column B has the meeting date. For rows where the date in column B falls in the past 7 days, fetch the Zoom AI meeting summary and write summary text to column C and next steps to column D. For rows outside that range, write 'outside date window' to column C.
Pull summaries, flag high-priority deals, and generate a pre-meeting brief
For each meeting ID in column A, fetch the Zoom AI meeting summary. Write summary text to column B and next steps to column C. In column D, write 'HIGH PRIORITY' if next steps mention 'demo,' 'proposal,' or 'contract,' and 'STANDARD' otherwise. After all rows are processed, write a 3-sentence pre-meeting brief summarizing the week's common themes to cell F1.
Pipeline review prep, one prompt.
Try It
Get the 7-day free trial of SheetXAI and open your pipeline review Excel workbook with call IDs in column A, then ask it to pull the Zoom AI summaries for each one. For pulling ZRA scorecard data instead of AI summaries, see the spoke on extracting ZRA scorecards, or the hub overview on all the ways to connect Zoom to Excel.