The Scenario
The board meeting is in four hours. You are a VP of Sales who got a message from the CFO at 7 AM asking for a pipeline coverage model broken down by stage and close quarter. Everything the CFO needs is in Attio — 320 deals, with name, stage, value, close date, and linked company. None of it is in a spreadsheet. The model lives in Excel and Google Sheets. The CFO does not use Attio.
You know how to get a deal export out of Attio. You've done it. It comes out as a CSV with columns in whatever order the system decided on, owner fields that are user IDs, and linked company expressed as a record ID rather than a company name. You then spend 40 minutes reformatting it into something the model can consume.
The bad version:
- Export the Attio deals CSV, open it, match the column order to the model's expected input.
- Replace owner IDs and company record IDs with human-readable values using the members and companies exports.
- Paste the joined result into the model, fix any type errors where "Close Date" came in as a string.
That process takes longer than it sounds and leaves you with a file that's already stale by the time the meeting starts.
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 deals directly into the sheet in the columns you specify, with linked company names resolved — not raw IDs.
Export all deal records from Attio into this sheet with columns for deal ID, deal name, stage, value, expected close date, and linked company name — one deal per row.
What You Get
- One row per deal, with all 320 records written automatically — no pagination to manage.
- Company name resolved from the linked company record, not a raw ID.
- Close date in a consistent date format the model can parse.
- Deal ID in the first column so you can trace any row back to Attio if the CFO asks about a specific record.
What If the Data Is Not Quite Ready
You only want open deals, not closed
Export all Attio deals where stage is not 'Closed Won' and not 'Closed Lost'; write deal ID, name, stage, value, close date, and company name into this sheet.
You need deals grouped by close quarter
The model wants a "CloseQuarter" column, not just a raw date.
Export all open Attio deals with deal ID, name, stage, value, close date, and company name; add a CloseQuarter column derived from the close date (e.g., Q1 2026, Q2 2026); write all columns into this sheet.
You need the owner's name alongside the deal
Export all Attio deals with deal ID, name, stage, value, close date, linked company name, and deal owner name; write one row per deal into this sheet.
Full pipeline export with coverage ratio flags in one pass
Export all open Attio deals into this sheet with deal ID, name, stage, value, close date, and company name; add a CoverageFlag column: if stage is 'Prospecting' and value is under 10000 flag 'low-value early', if close date is within the next 14 days and stage is not 'Negotiation' or 'Proposal Sent' flag 'at-risk close', otherwise leave blank.
One prompt delivers the export and the analysis the CFO actually wants to see.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet you're using as a pipeline model or reporting template, then ask it to pull your Attio deals into it. The Attio integration is included in every SheetXAI plan. See also the spoke on exporting company records, or the hub for a full comparison of Attio integration methods.