The Scenario
Your sales manager handed you a mandate on Wednesday: open a new vertical, fintech in EMEA, more than 500 employees. She needs a company list written into an Excel workbook so the team can divide territories before the Friday planning call. You have ZoomInfo access. You have a blank workbook. What you don't have is a clean path between the two without spending Thursday in the ZoomInfo UI clicking through company search pages and running exports.
The bad version:
- Run a ZoomInfo company search with the EMEA and fintech filters set, export 200 results in a CSV because the UI won't let you be precise about how many you want
- Open the CSV in Excel, delete six columns, rename the remaining ones to match the territory planning template, trim duplicates, cut the list to size
- Paste into the shared workbook, realize the column order is different than what the regional leads expected, reorganize before the call
Territory planning calls don't wait for column reformatting.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. You describe the company criteria in plain language, it queries ZoomInfo, and writes the list directly into the workbook with the column structure you specify.
Pull a ZoomInfo company search for fintech firms in EMEA with over 500 employees and write company name, country, employee count, and estimated revenue into this Excel table
What You Get
- Rows matching the specified criteria, deduplicated before writing
- Columns: company name, country, employee count, estimated revenue
- Results ordered by employee count descending so the largest accounts appear first
What If the Data Is Not Quite Ready
I want the list segmented by region for territory assignment
Search ZoomInfo for fintech companies in EMEA with over 500 employees — write company name, country, employee count, and revenue into this workbook — then add a Region column: UK and Ireland for GB and IE, DACH for DE, AT, CH, Nordics for SE, NO, DK, FI, and Rest of EMEA for everything else
I also want a revenue tier column for quick reference
Search ZoomInfo for fintech companies in EMEA with over 500 employees — write results into this workbook — add a Revenue Tier column: Large if estimated revenue is over 500M, Mid-Market if 100M–500M, Growth if under 100M
The team wants one senior contact per company in the same workbook
Search ZoomInfo for fintech companies in EMEA with over 500 employees — write company results into this workbook — then for each company find one C-level or VP-level contact and add their name, title, and direct email in adjacent columns on the same row
Full territory list sorted and segmented, ready for the Friday call
Search ZoomInfo for fintech companies in EMEA with over 500 employees — write company name, country, employee count, revenue into this workbook — add a Region column using the DACH, Nordics, UK and Ireland, Rest of EMEA buckets — sort by Region and then by employee count descending within each region
The workbook is ready for the planning call before lunch.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook — ask it to run a ZoomInfo company search matching your new vertical criteria and write the results directly so your team can divide accounts without touching the ZoomInfo UI. The hub overview covers all ZoomInfo + Excel workflows.