The Scenario
Thursday. You have 40 accounts in an Excel table and a call block starting in two hours. The playbook says to prioritize accounts where something is happening — a new executive hire, a budget approval, a team expansion. ZoomInfo calls these scoops. You know the data exists. Pulling it for 40 companies through the ZoomInfo UI means 40 individual company searches. You don't have two hours for that before the two-hour call block.
The bad version:
- Open ZoomInfo, search each company, navigate to the Scoops section for each, identify the most relevant one, copy type, date, and description, switch to the workbook, paste into the correct row
- Realize mid-way through that the scoops section shows multiple items per company and you're making judgment calls about which one to log
- Finish the exercise, manually sort the workbook by hand, and start calls 20 minutes late
Twenty minutes late on a call block that was already tightly scheduled is a real cost.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads your account list, queries ZoomInfo for scoops, writes the results back, and can sort the rows so the most active accounts surface first.
For each company in column A, search ZoomInfo for scoops and write the scoop type, date, and description into columns B, C, and D
What You Get
- Column B: scoop type (e.g., New Executive Hire, Budget Approval, Expansion)
- Column C: scoop date
- Column D: description of the scoop
- Rows with no active scoops receive a NO SCOOP flag in column E
What If the Data Is Not Quite Ready
I want the list sorted so accounts with scoops appear first
For each company in column A, pull the most recent ZoomInfo scoop — type into B, date into C, description into D — flag NO SCOOP in column E for accounts with nothing, then sort the workbook so all rows with a scoop value appear above the NO SCOOP rows
I want to filter to specific scoop types relevant to our sales motion
For each company in column A, pull all available ZoomInfo scoops and check if any match New Executive Hire, Budget Approval, or New Office Opening — write the matching type into B, date into C, and description into D; if no matching scoop type exists, write NOT RELEVANT in column E
I want to pair each scoop with the contact most likely to be affected
For each company in column A, pull the most recent ZoomInfo scoop into B, C, and D — then search ZoomInfo for the contact most relevant to that scoop type and write their name, title, and email into E, F, and G
Full call prep in one prompt — scoops, contacts, and a personalized opener
For each company in column A, pull the most recent ZoomInfo scoop into B, C, and D; find the relevant senior contact and write name, title, and email into E, F, and G; then write a two-sentence call opener in column H referencing the scoop as the reason for the call
That final prompt is a complete pre-call brief per account, ready in one pass.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook with your weekly call list — ask it to pull ZoomInfo scoop data for each account and sort by recency so you start with the accounts where something is actually happening. See the hub overview for all ZoomInfo + Excel use cases.