The Scenario
You are the revenue operations lead. Your 50-account key account list is in an Excel workbook. Before Monday's team sync you need a combined trigger-event view for every account: the most recent ZoomInfo news headline and the most recent scoop, side by side in adjacent columns. Reps are going into calls cold because the trigger-event feed that was promised six weeks ago never got built. Today is the day it gets built.
The bad version:
- Open ZoomInfo, search each company, pull the most recent news headline, paste it into the workbook
- Switch to the Scoops section for the same company, pull the most recent scoop type and date, paste it in
- Repeat 50 times — two data pulls per company — and try to keep the column alignment intact across 50 rows
One hundred individual lookups for a feed that should update weekly and take minutes.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads your account list, queries both ZoomInfo news and scoops for each company, and writes all four data points into adjacent columns in one pass.
For each company in column A, fetch the latest ZoomInfo news headline AND most recent scoop, and write news headline, news date, scoop type, and scoop date into columns B through E
What You Get
- Column B: most recent news headline
- Column C: news publication date
- Column D: most recent scoop type (e.g., New Executive Hire, Budget Approval, Expansion)
- Column E: scoop date
- Rows with no news receive a blank in B–C; rows with no scoop receive a blank in D–E
What If the Data Is Not Quite Ready
I want rows with both a news item and a scoop highlighted
For each company in column A, fetch the latest ZoomInfo news headline and date into B and C, and the most recent scoop type and date into D and E — then apply conditional formatting to highlight rows where both B and D are non-blank in green
I want the workbook sorted so accounts with both signals appear first
For each company in column A, pull the latest ZoomInfo news headline and date into B and C, scoop type and date into D and E — then sort so accounts with both a news item and a scoop appear first, accounts with only one signal second, and accounts with neither last
I want a combined signal score so reps can see which accounts are hottest at a glance
Fetch ZoomInfo news and scoop data for all 50 accounts in column A — news headline into B, date into C, scoop type into D, scoop date into E — then add column F with a signal score: 2 if both are present, 1 if only one, 0 if neither
Full trigger-event feed plus a personalized call opener for each account in one shot
For each company in column A, pull ZoomInfo news headline and date into B and C, scoop type and date into D and E, signal score into F — then write a two-sentence call opener in column G referencing whichever trigger is more recent: the news headline or the scoop
That column means every rep starts Monday with something specific to say.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook with your key account list — ask it to build a combined ZoomInfo trigger-event feed so your team has a timely hook for every account on Monday. The hub overview covers all ZoomInfo + Excel workflows.