The Scenario
You are a sales operations analyst. The quarter just ended and your VP of Sales wants a full account list, all 800 Fireberry accounts, ready by 10 AM for a data quality review. She needs company name, email, phone, annual revenue, and account owner in one sheet so the team can identify duplicates, flag accounts with no activity in 90 days, and find records where revenue is still at zero.
The bad version started an hour ago.
The bad version of this morning:
- You download a CSV export from Fireberry with the eight columns you think you need
- You open it in Sheets and find that revenue is formatted as text, not numbers
- You go back into Fireberry's export settings, recheck the column format, re-export
- You try to add a "Days Since Last Activity" column and realize that field was not in the export
- You do another export, this time including the activity date, and VLOOKUP the two files together
- You start flagging blanks manually in the email column
- It is 10:15 AM and you have flagged four of eight hundred.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your spreadsheet that reads the Fireberry API directly, so you do not need to download, re-export, or VLOOKUP anything.
Open the SheetXAI sidebar and type:
Pull all accounts from Fireberry and paste them into a new sheet called 'CRM Accounts' with columns for account name, email, phone, annual revenue, and account owner. Then highlight any rows where the email column is blank in red, and any rows where annual revenue is zero or empty in orange.
SheetXAI calls the Fireberry API, writes all 800 rows with correct column types, and applies the conditional formatting. You open the sheet, the gaps are already colored.
What You Get
A clean Google Sheet with:
- All Fireberry accounts — every record, not just a filtered subset
- Correct column types — revenue as a number, not text
- Email gaps highlighted in red — every row where the email field is blank
- Zero-revenue accounts highlighted in orange — every row where annual revenue is missing or zero
- Account owner column — so the cleanup can be assigned immediately
The conditional formatting is done before you open the sheet. You do not spend the morning manually scanning rows.
If you want a second pass, tell SheetXAI to go further:
Now add a column called 'Last Activity Date' by pulling the most recent activity date per account from Fireberry, then flag any account where that date is more than 90 days ago with a "Stale" label in a new column G.
What If the Data Is Not Quite Ready
Account data from a live CRM is never perfectly clean. SheetXAI handles analysis and cleanup in the same prompt.
When account names have inconsistent formatting
Your Fireberry accounts include "Acme Corp," "ACME CORP," and "Acme corporation" for the same company.
Pull all accounts from Fireberry into the 'CRM Accounts' sheet. After writing the rows, look for account names that appear to be the same company spelled differently. Group those into a new 'Duplicate Candidates' sheet with one section per suspected match so I can review and merge.
When the export includes accounts from multiple regions that need separate sheets
You support North America and EMEA and the VP wants separate tabs.
Pull all Fireberry accounts into this workbook. Split them by the country field: put US and Canada accounts in a 'North America' sheet and all others in an 'EMEA' sheet. Add a count at the top of each sheet showing how many accounts are in that region.
When you only want accounts owned by specific reps
The cleanup review is scoped to three reps who are transitioning to a new manager.
Pull all Fireberry accounts where the account owner is one of these three names: column A of my 'Rep List' sheet. Paste matching accounts into the 'Accounts to Review' sheet with email, phone, revenue, and last activity date.
When you need the full cleanup plus a summary for the VP
You want the flagged sheet and a summary paragraph in one pass.
Pull all Fireberry accounts into the 'CRM Accounts' sheet. Highlight blanks in the email column red and zero-revenue rows orange. Then count how many accounts have blank email, how many have zero revenue, and how many have not had activity in 90 days. Write a one-paragraph summary at the top of a new 'Summary' sheet with those three numbers and a recommended priority for cleanup.
The pattern: instead of exporting, flagging, summarizing in separate steps, you describe the output you need and SheetXAI handles the sequence inline.
Try It
Get the 7-day free trial of SheetXAI and connect it to Fireberry, then ask it to pull your full account list into a sheet and flag the gaps. The Fireberry integration is included in every plan. For more workflows, see how to export your Fireberry pipeline for forecasting or the Fireberry in Google Sheets overview.