The Scenario
Your deal sourcing manager set up an Affinity Saved View called "High Priority SaaS" — it filters to SaaS companies with ARR above $1M, created in the last 90 days, assigned to your team. It took an hour to configure the filters correctly and it surfaces exactly the 55 companies you care about.
A co-investor who doesn't have Affinity access asked to see the list. You need to share it as a Google Sheet by end of day.
The bad version:
- Try to export the saved view directly — discover Affinity's export doesn't honor the saved view filters, it just exports the whole list.
- Manually rebuild the filters in Excel's filter toolbar, realize you can't replicate the "assigned to my team" condition without knowing the exact owner names, and spend 30 minutes on something that should have taken two.
- Export the full list CSV, import it into the sheet, manually filter and delete the rows that don't match the saved view, and send something to your co-investor that you're not entirely confident reflects the actual view.
The saved view exists because someone already did the filter work. You shouldn't have to redo it.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. Through its Affinity integration, it can fetch rows from a specific Saved View — applying the filters that are already configured in Affinity — and write them directly into your sheet. The filter logic stays in Affinity where it was built.
Fetch all rows from my 'High Priority SaaS' saved view in Affinity and paste them into this sheet starting at row 2, one company per row with all available field columns
What You Get
- One row per company that appears in the "High Priority SaaS" saved view.
- All available list-level fields written to columns starting at A.
- The output reflects the view's existing filters — you're not re-filtering after the fact.
- Row 1 is left intact for your column headers, data starts at row 2 as specified.
What If the Data Is Not Quite Ready
You want only a subset of the saved view's columns
Fetch all rows from my 'High Priority SaaS' Affinity saved view and put only the company name, ARR, stage, and assigned partner into columns A through D of this sheet starting at row 2
The view has companies with missing ARR values that you want to flag
Fetch all rows from my 'High Priority SaaS' Affinity saved view and paste them into this sheet. For any row where ARR is blank, put "Missing" in the ARR column rather than leaving it empty.
You need to merge two saved views into one sheet
Fetch all rows from my 'High Priority SaaS' Affinity saved view and write them to this sheet starting at row 2, then fetch all rows from my 'Q2 Follow-ups' saved view and write them below, adding a column that labels which view each company came from
Full kill-chain: fetch the view, normalize field values, flag incomplete rows, and sort before writing
Fetch all rows from my 'High Priority SaaS' Affinity saved view into this sheet. Remap stage labels to: "Prospect" → "Early", "Active Diligence" → "Diligence", "Term Sheet" → "LOI". Flag rows where ARR or stage is missing with "Incomplete" in a new column. Sort by ARR descending. Write starting at row 2.
One prompt covers the extraction, the normalization, and the sort — so the sheet you share is already presentation-ready.
Try It
Get the 7-day free trial of SheetXAI and open a fresh sheet, then ask it to pull the rows from whichever Affinity Saved View you need to share externally. For building a full inventory of all your Affinity lists, see Export All Affinity Lists and Field Schemas Into a Google Sheet or the Affinity integration overview.