The Scenario
You are a sales rep who got back from a two-week vacation to find 43 unassigned Enterprise companies sitting in Attio with no owner. Someone ran an import while you were out. No owners were set. The SDR team is not supposed to touch unassigned accounts — that is the rule — so nothing has happened. Now the accounts manager wants to know why those companies have been sitting there for two weeks, and you need a list of all of them in a Google Sheet so you can distribute them to the team before the end of the day.
You open Attio. You go to the Companies object. You try to build a filter: account_tier equals Enterprise, owner is empty. The filter UI is not immediately obvious. You get the filter to work. You see 43 records. You click the first one. You realize there is no "export selected" button.
The bad version:
- Export all company records, paste them into a sheet, filter in the sheet for Enterprise and blank owner, delete the other rows.
- Screenshot the filtered Attio view and send it to the accounts manager, which is not what they meant by "a list."
- Build the filter in Attio's API explorer, run it, copy the JSON output into a sheet manually.
The filter logic is simple. The result should be in the sheet within two minutes.
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 runs the server-side filter against Attio's records and writes the matching results directly into the sheet — no export, no manual filtering.
Query Attio for all company records where account_tier is 'Enterprise' and the owner field is empty; write company name, domain, and record ID into this sheet.
What You Get
- One row per matching company — only the 43 unassigned Enterprise accounts, not all 1,200.
- Company name, domain, and record ID in the columns you specified.
- The filter runs server-side in Attio — no exporting everything and filtering in the sheet.
What If the Data Is Not Quite Ready
You also want to see which team member the account was last touched by
Query Attio for all Enterprise companies with no owner assigned; write company name, domain, record ID, and the email of the last member to update the record into this sheet.
You want to distribute the accounts evenly across three reps
Query all Attio Enterprise companies with no owner; write company name, domain, and record ID into this sheet; add an AssignedRep column distributing the rows evenly across rep1@co.com, rep2@co.com, and rep3@co.com in round-robin order.
The filter is on a custom attribute you added last quarter
Query Attio for all company records where the custom attribute 'renewal_date' is within the next 60 days and 'csm_owner' is empty; write company name, domain, renewal_date, and record ID into this sheet.
Filter, distribute, assign in Attio, and log in one pass
Query all Attio Enterprise companies with no owner; write company name, domain, and record ID into this sheet; distribute them across rep1@co.com, rep2@co.com, and rep3@co.com; then update the owner field in Attio for each record to the assigned rep; write 'assigned to [rep email]' in a Result column.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet where you want filtered Attio data to land, then ask it to run the query. 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.