The Scenario
Your sales director is presenting the quarterly business review to the board next week. She wants a single Excel workbook containing a full account intelligence brief for each of the top 20 accounts: firmographics, current tech stack, intent signals, and the most recent news or scoop. All of it from ZoomInfo. All in one place. She wants it by Monday morning.
The bad version:
- Open ZoomInfo, search each company, pull firmographic data, copy to the workbook
- Navigate to the tech stack section for each company, pull the relevant tool categories, paste
- Navigate to intent data, pull topic scores, paste
- Navigate to news, pull the latest headline, paste
- Repeat the four-step cycle 20 times across 80 individual data pulls
Eighty lookups for 20 companies is a full day of work that nobody scheduled.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the 20 domains in column A, queries all four ZoomInfo data types in one pass, and writes every result into the correct column with no navigation required.
Build a complete account intelligence Sheet for the 20 domains in column A: add columns for EmployeeCount, Revenue, Industry, DetectedCRM, IntentTopics, LatestNewsHeadline, and LatestScoop using ZoomInfo enrichment
What You Get
- Firmographics: employee count, revenue, industry, HQ city
- Technology: detected CRM, marketing automation tool, data warehouse
- Intent: active research topics and composite score
- News: most recent headline and publication date
- Scoops: most recent scoop type and date
- Each data point in a labeled column, ready for the board deck
What If the Data Is Not Quite Ready
I want column headers that match the QBR slide template exactly
Build a complete account intelligence workbook for the 20 domains in column A using these exact headers: EmployeeCount, Revenue, Industry, HQ, DetectedCRM, MarketingAutomation, DataWarehouse, IntentTopics, IntentScore, LatestNewsHeadline, NewsDate, LatestScoop — using ZoomInfo enrichment for each domain
Some domains are subsidiary sites and I need parent company firmographics
For each domain in column A, check if ZoomInfo identifies a parent company — if so, use the parent for firmographic enrichment and note the parent name in a separate column — then pull tech stack, intent, and news for the original domain
I want a QBR readiness score so the director can see signal strength at a glance
Enrich all 20 domains in column A with ZoomInfo firmographics, tech stack, intent, and latest news — write all results into the appropriate columns — then add a QBR Score in the final column from 1 to 5 based on: intent score 40 percent weight, news or scoop recency 30 percent, firmographic fit to our ICP 30 percent
Full intelligence workbook plus a one-paragraph account narrative for the board deck
For each domain in column A, build the complete ZoomInfo intelligence workbook — firmographics, tech stack, intent, news — then write a three-sentence account narrative in the final column that the director can paste directly into the board slides: what the company does, what signals suggest they are in-market, and what the most recent trigger event was
That final column is the difference between a data export and a board-ready briefing.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook with your top 20 account domains — ask it to pull all four ZoomInfo data types in one pass so the account intelligence brief is ready before the QBR. The hub overview covers the full range of ZoomInfo + Excel workflows.