The Scenario
The handoff memo from the sales rep who left last month said "contacts are in Agiled, should be clean." You pull a sample and immediately spot three companies with two entries each — same domain, different capitalization, both marked active. There are 340 contacts in the CRM. You have no idea how many more are like this. Leadership wants the list cleaned before the next outreach campaign goes out.
The bad version:
- Export Agiled contacts to a CSV, open it in Google Sheets, scroll through 340 rows looking for duplicates by eye, and try to spot matching email addresses in a column that doesn't sort cleanly because of mixed case.
- Use a COUNTIF formula to flag emails that appear more than once, find 28 matches, and then manually decide which of each pair to keep — without any context on which record is newer or more complete.
- Re-import the cleaned list back into Agiled and discover that three records you merged have connected deals attached, which the import didn't account for.
You inherited this problem. You're also responsible for solving it before the next campaign. That is a position nobody volunteered for.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the sheet, understands what you're looking at, and through its built-in Agiled integration it can pull contacts from Agiled and surface duplicates — without you manually setting up a single formula.
Get all Agiled contacts and paste them into my sheet starting at A1 with column headers
What You Get
- All 340 contacts written into the sheet with headers in row 1 — name, email, company, and status at minimum.
- One row per contact, with consistent column order regardless of how the records were entered in Agiled.
- The data ready for a deduplication pass, because SheetXAI writes a flat list rather than nested records.
What If the Data Is Not Quite Ready
Flag duplicate emails before reviewing
You want the duplicates highlighted before you start deciding which records to keep.
Highlight rows where the email in column C appears more than once in the column so I can review and merge duplicates
Deduplicate by domain, not just exact email
Two contacts at the same company with different email addresses — one @acme.com and one @acme.co — might be the same person with a typo. You want domain-level matching too.
After pulling all contacts into this sheet, add a column G that extracts the domain from the email in column C, then highlight rows where the domain in column G appears more than once
Surface incomplete records alongside duplicates
Before deduplication, you want to know which contacts are missing a phone number or company name — so you can decide whether to merge or delete.
Pull all Agiled contacts into this sheet, flag rows in column H where either the phone number column or company name column is blank, and separately highlight rows where the email in column C appears more than once
Full kill-chain: pull, flag duplicates, flag blanks, and write a cleanup summary
You want a single prompt that gives you the full picture — duplicates, blanks, and a count summary.
Fetch all Agiled contacts into Sheet1, highlight any row where the email appears more than once in column C, flag any row where the company name or phone is blank in column G, then add a summary table in Sheet2 showing total contacts, total duplicates found, and total with missing fields
One prompt, and you arrive at a sheet your manager can actually review.
Try It
Get the 7-day free trial of SheetXAI and open a blank Google Sheet, then ask it to pull your Agiled contacts and flag the duplicates. For other CRM tasks see pulling open deals by pipeline stage or the full Agiled integration overview.