The Scenario
You are an account manager preparing for QBR season. Your 80 key accounts are in Attio. Every call, email thread, and site visit from the past year generated a note on those company records. Your manager wants a relationship history document before the reviews start — a Google Sheet with company name, note title, created date, and the note body, so the team can prep talking points without toggling through Attio one record at a time.
You open Attio and click into the first company. There are 14 notes. You copy the note title, the date, the body. Switch to the sheet. Paste. Back to Attio. Next note. That is 14 entries for one company, and you have 79 more to go.
The bad version:
- Open each company in Attio, copy each note one at a time into the sheet.
- Look for a notes export — find that Attio's export only covers object records, not note content.
- Try to pull the notes through the API, realize it requires paginating through each company's note list separately, write the script over a weekend.
QBRs start in 10 days. The script weekend is not happening.
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 reads each company record ID, fetches all attached notes, and writes them into the sheet — one row per note, across all 80 accounts.
For each Attio company record ID in column A of this sheet, fetch all notes and write the note title, created date, and plain-text content into new rows.
What You Get
- One row per note across all 80 companies — potentially hundreds of rows, written automatically.
- Note title, created date, and body text in separate columns.
- Company name available from the record ID lookup so each row is identifiable without cross-referencing.
- Companies with no notes produce no rows — no blank clutter.
What If the Data Is Not Quite Ready
You want company name in the output rather than just the record ID
For each company record ID in column A, look up the company name from Attio and fetch all notes; write company name, note title, created date, and note body into new rows — one row per note.
You only want notes from the last 12 months
For each company record ID in column A, fetch all Attio notes created after 2025-05-01; write company name, note title, created date, and note body into new rows.
You want to pull notes for person records instead of company records
The QBR prep includes key contacts, not just accounts.
Pull all Attio notes for the person record IDs listed in column A; for each note write the person's full name, note title, created date, and note body into a new row in this sheet.
Fetch notes, filter by recency, summarize long bodies, and flag follow-ups in one pass
For each company record ID in column A, fetch all Attio notes from the past 12 months; for any note body longer than 300 words, summarize it to 2-3 sentences; if the note body mentions 'follow-up' or 'action item', add 'action' in a Flag column; write company name, note title, created date, note body (or summary), and Flag into new rows.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet you're using for account prep or relationship audits, then ask it to pull your Attio notes 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 overview of Attio integration methods.