The Scenario
A client calls. They want a summary of every job your team has done for them in the last six months — job numbers, statuses, and scheduled dates — so they can prepare for a contract renewal meeting. You have their account in Ascora. You need the data in a Google Sheet by end of day.
The bad version:
- Open Ascora, go to job search, type in the customer name.
- Ascora returns a list. You can't export it directly.
- Screenshot it, start transcribing job numbers and dates into the sheet.
- Realize on the third page of results that there's no way to see all of them at once.
A client-facing report built on manual transcription from a paginated UI is not a sustainable workflow.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It searches Ascora for matching jobs and writes the results directly into the sheet — no pagination, no manual transcription.
Search Ascora for jobs matching the keyword in cell B1 and write each matching job's job number, name, status, customer, and address into this sheet.
What You Get
- Every Ascora job matching the search term lands in the sheet, one row per job.
- Job number, job name, status, customer name, and address in separate columns.
- If the keyword in B1 returns no results, SheetXAI writes a note indicating that rather than leaving the sheet blank with no explanation.
- The results are ready for the client report without reformatting.
What If the Data Is Not Quite Ready
You need to search by multiple customer names, one per row in column A
For each customer name in column A of this sheet, search Ascora for their jobs and write job number, job type, status, and scheduled date into columns B through E for each matching job. Insert a blank row between each customer's results.
Results include jobs from multiple statuses and you only want Completed and Invoiced
Search Ascora for jobs matching the keyword in cell B1. Filter the results to include only jobs with status 'Completed' or 'Invoiced'. Write job number, name, status, customer, and scheduled date into this sheet.
The customer name in Ascora is slightly different from what's in column A — you need a fuzzy match
For each name in column A, search Ascora for jobs where the customer name contains any word from column A (treat it as a partial match). Write matching job number, job type, status, and scheduled date into columns B through E. Write 'No match found' in column B for any name that returns no results.
Client renewal prep: search multiple accounts, filter by date range, add job count summary
For each customer name in column A, search Ascora for jobs with a scheduled date between the dates in cells D1 and D2. For each customer, write matching job number, status, and scheduled date into columns B through D. After each customer's job rows, insert a summary row showing the total job count for that customer in column B, labeled 'Total jobs'. Leave a blank row between customers.
Everything a renewal meeting needs, pulled and organized in one prompt.
Try It
Get the 7-day free trial of SheetXAI and open a Google Sheet with the customer name or keyword in cell B1, then ask SheetXAI to search Ascora jobs and write the results. See also: export Ascora jobs by date range and bulk create quotations from leads. Hub: Ascora integration overview.