The Scenario
You manage a call-center team. Your VoIP system exports a CSV at the end of every shift — lead ID, call direction, duration in seconds, and a note. Today's export has 500 rows. Your ops director wants every call logged in Close by end of day so the sales managers can review activity in tomorrow's report.
You've been handed the sheet. The data is there. The deadline is real.
The bad version:
- Open Close, navigate to the first lead ID, click "Log Activity," select "Call," set direction to "outbound," enter the duration, paste the note, save. Open the next row.
- Realize at row 40 that "duration" in your sheet is in seconds but Close wants it displayed in minutes. Start converting manually. Lose your place.
- Hit row 200 and notice the sheet has a blank note field on some rows. Decide whether to skip those rows or log the call with no note. Make an inconsistent decision halfway through. Send a message asking what to do. Wait for a reply.
The report goes to the ops director at 9 AM. You're still logging row 201.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It reads your VoIP export and uses the built-in Close integration to log every call record — all 500 of them — with the fields mapped the way Close expects.
Log a call in Close for each row in this sheet — column A is lead_id, column B is direction (inbound/outbound), column C is duration in seconds, and column D is the call note
What You Get
- A call record created in Close for every row in the sheet
- Duration converted from seconds to the format Close expects automatically
- Rows where the lead ID doesn't exist in Close flagged with an error note in column E
- All 500 records logged before the end of the shift, not after midnight
What If the Data Is Not Quite Ready
Some rows have blank call notes
Log a call in Close for each row in this sheet using lead_id in column A, direction in column B, and duration in column C — if column D is blank, use "No note recorded" as the call note, and write the activity ID to column E
Direction values are inconsistent ("in," "out," "Inbound," "Outbound")
Normalize the direction values in column B — map any variant of "in," "inbound," or "i" to "inbound" and any variant of "out," "outbound," or "o" to "outbound" — then log a call in Close for each row using lead_id in column A, the normalized direction, duration in column C, and note in column D
You only want to log calls over 60 seconds
For each row in this sheet where column C is greater than 60, log a call in Close using lead_id in column A, direction in column B, duration in column C, and note in column D — skip rows where column C is 60 or less and write "skipped: short call" to column E
Normalize direction, filter short calls, log, and flag missing leads in one pass
For each row in this sheet, normalize the direction in column B to "inbound" or "outbound," skip any row where column C is less than 60 seconds, attempt to log a call in Close with lead_id from column A, normalized direction, duration from column C, and note from column D — write the activity ID to column E on success, or "lead not found" if the lead ID doesn't exist in Close
One prompt handles normalization, filtering, logging, and error surfacing without any intermediate steps.
Try It
Open a Google Sheet with your VoIP call export and get the 7-day free trial of SheetXAI. Ask it to log all your call records into Close before the next ops report. Also see: pulling call notes back from Close and the Close integration overview.