The Scenario
Your team runs Convolo.ai evaluations on sales rep calls every week. This Monday you pulled 50 session IDs into column A of your coaching tracker — a sheet you've been building since Q1 with rep names in column B, call dates in column C, and a block of empty columns waiting for scores.
The evaluation dimensions matter to you: clarity, product knowledge, courtesy. You use them to rank reps for the weekly coaching session, identify who needs support on which dimension, and track improvement over time.
The bad version:
- Open Convolo.ai, paste session ID 1, wait for the evaluation to run, manually read across the nine dimension scores and type clarity, product knowledge, and courtesy into the sheet
- Repeat for session ID 2, then 3 — getting slower as the tab-switching rhythm starts to blur
- Hit session 20 and realize the sheet has a typo in the header row, which means half your scores are in the wrong column and you'll need to re-verify every row you've already done
You're supposed to have this ready before the 2 PM coaching session. It's 11:30. There are 30 sessions left and you've spent 90 minutes on the first 20.
Nobody hired you to be a data-entry relay between two software products. The analysis you were going to do with these scores — that's the actual job.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads your columns, understands the context of your coaching tracker, and through its Convolo.ai integration it runs evaluations across every session ID and writes the results back — all from one prompt.
Evaluate each session ID in column A using Convolo.ai's conversation evaluator and write the overall score into column D, the clarity rating into column E, the courtesy rating into column F, and the product knowledge rating into column G. Skip rows where column A is empty.
What You Get
- Column D fills with overall evaluation scores for all 50 sessions
- Columns E, F, and G receive the individual dimension ratings — clarity, courtesy, product knowledge — exactly as Convolo.ai returns them
- Rows where column A is empty are left untouched
- Any session ID that returns an error gets flagged inline in the score column so you know to follow up
What If the Data Is Not Quite Ready
The session IDs have trailing whitespace or mixed formats
Some IDs were pasted from a chat export and have invisible characters. Convolo.ai returns a 400 on those rows.
Clean the session IDs in column A — trim whitespace and remove any non-alphanumeric characters — then evaluate each one using Convolo.ai's conversation evaluator and write the overall score into column D, clarity into column E, courtesy into column F, and product knowledge into column G
The sheet has rep names in column B but you only want to evaluate reps from the "Enterprise" team
There's a team designation in column C. Running all 50 would include SDRs from a different program.
Evaluate only the session IDs in column A where column C contains "Enterprise" using Convolo.ai's conversation evaluator and write the overall score, clarity, courtesy, and product knowledge ratings into columns D through G. Leave other rows untouched.
Scores need to be joined with call duration data from a second tab
The coaching sheet has session IDs in column A. A separate tab called "Call Logs" has those same IDs in column A and call duration in minutes in column B. You want duration next to each score.
Look up the call duration for each session ID in column A by matching against the "Call Logs" tab — session ID in column A there, duration in column B — and write the duration into column H. Then evaluate each session ID using Convolo.ai and write the overall score into column D, clarity into column E, courtesy into column F, and product knowledge into column G.
Full kill chain: clean, filter, join, evaluate, and flag low scorers
The sheet has inconsistent ID formats, some rows belong to a pilot program you want to exclude, duration data lives on a second tab, and any overall score below 6 should be flagged for immediate coaching.
Trim and normalize the session IDs in column A. Skip any rows where column C says "Pilot." Look up call duration from the "Call Logs" tab (match on column A, pull column B) and write it to column H. Evaluate each remaining session ID using Convolo.ai and write the overall score to column D, clarity to column E, courtesy to column F, and product knowledge to column G. In column I, write "Flag for coaching" for any row where the overall score is below 6.
One prompt, one run. That's the pattern — instead of cleaning first, filtering second, joining third, and evaluating fourth, you describe the complete outcome and SheetXAI works through it in one pass.
Try It
Get the 7-day free trial of SheetXAI and open your Convolo.ai session tracking sheet — then ask it to evaluate the sessions in column A and write scores back across however many dimension columns you need. When you're done, take a look at how to generate conversation starters from persona descriptions or return to the Convolo.ai hub overview.