The Scenario
Your SDR team's weekly cadence kicks off Monday and they need a conversation opener for each of the 60 accounts on the call list. The playbook says to lead with something timely — a recent funding round, an executive hire, a market expansion. You know ZoomInfo has news data for each account. What you don't have is four hours on Sunday to pull headlines for 60 companies by hand.
The bad version:
- Open ZoomInfo, search each company, navigate to the news section, find the most recent headline, copy the headline and date, switch back to the workbook, paste into the correct row
- Repeat 60 times — or until you lose track of which company you were on and have to re-sort the list to find your place
- Realize that eight of the items you copied are over a year old and aren't going to land as timely conversation openers
Three hours of enrichment for a conversation opener is not an SDR's best use of a Sunday.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the account list, queries ZoomInfo for the most recent news for each company, and writes the headline, date, and summary into adjacent columns.
For each company in column A, fetch the most recent ZoomInfo news article and write the headline, publication date, and summary into columns B, C, and D
What You Get
- Column B: news headline text
- Column C: publication date
- Column D: article summary
- Rows where no news is found within the last 90 days receive a NO RECENT NEWS flag in column E
What If the Data Is Not Quite Ready
I only want news from the last 60 days
For each company in column A, fetch the most recent ZoomInfo news article published within the last 60 days — headline into B, date into C, summary into D — if the most recent article is older than 60 days, write STALE in column E
I want a ready-to-use opener sentence, not just the headline
For each company in column A, pull the most recent ZoomInfo news headline and date into B and C — then write a one-sentence email opener in column D referencing the headline, in first person, structured as: Saw that [Company] recently [news summary] — wanted to reach out because...
Some companies in my workbook go by different names than ZoomInfo indexes
Try to match each company name in column A to a verified ZoomInfo company record — write the matched name in column B — then fetch the most recent news headline into C and date into D; flag MATCH UNCLEAR in column E for rows where the company could not be confidently identified
Full news enrichment plus contact lookup in one shot
For each company in column A, pull the most recent ZoomInfo news headline and date into B and C — then search ZoomInfo for one Director-or-above contact at each company and write their name, title, and email into D, E, and F — so each row has both the conversation hook and the person to contact
That final prompt is a complete outreach-ready row for every account on the list.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with a list of target accounts — ask it to fetch the most recent ZoomInfo news for each company so your team has a timely hook before Monday's calls. The hub overview has the full ZoomInfo + Excel integration guide.