The Scenario
The forecast call is in two hours. You are a head of sales who needs a pipeline coverage dashboard built before the meeting. All the data is in the "Active Deals" list in Attio — 95 entries, each with a deal value, stage, close date, and company. The model is in Google Sheets. Your VP of Finance built it. It needs a tab called "Raw Pipeline" populated with those fields, one row per deal.
You've exported from Attio before. The JSON export takes a few minutes and comes out in a nested format that requires unwrapping in Python or a series of formulas in the sheet before it's usable. The list-specific export doesn't exist in the UI — you'd have to export all deals and filter down.
The bad version:
- Export all Attio deals as CSV, open the file, filter for the ones that are on the Active Deals list (which requires a separate list export to cross-reference), then paste the filtered result into the Raw Pipeline tab.
- Do it through the API manually — authenticate, find the list by name, paginate through the entries, resolve the linked deal for each entry, write the fields out.
- Ask the ops person, who is in three other meetings today.
The data is exactly where it needs to be. The problem is the fifteen steps between the list in Attio and the cells in the sheet.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. Through its built-in Attio integration it pulls list entries directly, resolves the linked parent records, and writes the specified fields into the sheet — no export, no cross-referencing, no formula cleanup.
Export all entries from the Attio list named 'Active Deals' into this sheet; write parent record name, stage, value, close date, and owner email one entry per row.
What You Get
- One row per list entry, all 95 records written automatically.
- Parent record name (the deal name) resolved from the linked deal — not a raw record ID.
- Owner email resolved from the member reference.
- Stage, value, and close date in the columns you specified.
What If the Data Is Not Quite Ready
You need the linked company name alongside the deal
Each deal links to a company and the dashboard needs that column.
Export all entries from the 'Active Deals' Attio list into this sheet with deal name, stage, value, close date, owner email, and linked company name — one row per entry.
You only want deals closing in the current quarter
Export all entries from the Attio list 'Active Deals' where the close date falls within Q2 2026; write deal name, stage, value, close date, and company name into this sheet.
You want to add a weighted value column
Weighted value is deal value multiplied by the probability assigned to each stage.
Export all entries from the Attio 'Active Deals' list with deal name, stage, value, close date, and company name; add a WeightedValue column: Prospecting=10%, Qualified=25%, Proposal Sent=50%, Negotiation=75%, otherwise 0; multiply by value and write into WeightedValue; write all columns into this sheet.
Full export with coverage flags and weighted value in one prompt
Export all 'Active Deals' list entries into this sheet with deal name, stage, value, close date, company name, and owner email; add WeightedValue (see stage percentages above); add a CoverageFlag: if close date is within 30 days and stage is Prospecting flag 'at risk', otherwise leave blank.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet you use for pipeline reporting, then ask it to pull the Attio list data into it. The Attio integration is included in every SheetXAI plan. See also the spoke on adding contacts to an Attio list, or the hub for a full comparison of Attio integration methods.