The Scenario
You are a real estate broker. Every Monday at 8:30 AM you run a pipeline review with your five senior agents. You need to walk into that room with a clean picture of every open deal, stage, price, contact, and assigned agent.
The data lives in Follow Up Boss. You have sixty open deals.
The slow version every Monday:
- You log into Follow Up Boss, run the Deals report, wait for it to load
- Export the CSV, open it in Google Sheets
- Delete the four footer rows the export always adds
- Fix the date columns, which come out in a format SORT does not recognize
- Add a column for pipeline stage subtotals by hand
- You walk into the 8:30 meeting three minutes late with a sheet that still has the old column headers from two months ago
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your spreadsheet that queries Follow Up Boss and writes the pipeline data directly into the sheet, formatted the way you actually want it.
Open the SheetXAI sidebar and type:
Pull all open Follow Up Boss deals into this sheet. Include deal name, pipeline stage, listed price, associated contact name, and assigned agent. Sort by pipeline stage, then by listed price descending within each stage. After writing the data, add a summary block below the table showing total pipeline value and deal count per stage.
SheetXAI queries Follow Up Boss, writes the sixty deals into the sheet, sorts them, and adds the summary block. You are done before you finish your coffee.
What You Get
A clean pipeline view in one prompt:
- All open deals — deal name, stage, price, contact, agent
- Sorted — by stage, then by price within each stage
- Summary block — total pipeline value and deal count per stage at the bottom
The summary block is calculated from the live data, not from a formula you maintain. If a deal closes between Monday exports and the next Monday, it will not appear in the following week's run.
Want to filter to just your agents' high-priority deals? Add a filter condition to the prompt and SheetXAI applies it before writing the data.
What If the Data Is Not Quite Ready
Pipeline exports are rarely broker-meeting-ready without some conditioning. SheetXAI does the conditioning inline.
When deal stages use inconsistent naming
Some agents type "Under Contract" and some type "Under contract" and one types "UC." Your summary block needs consistent stage labels.
Pull all open Follow Up Boss deals into this sheet. Normalize stage names to the following five canonical stages: Active, Under Contract, Pending, Closed, and Withdrawn. Sort by normalized stage, then by price descending within each stage. Add a summary count per stage below the table.
When you only want deals assigned to specific agents
The broker review covers three senior agents, not the whole team.
Pull all open Follow Up Boss deals assigned to agents listed in the AgentFilter tab (column A). Write deal name, stage, price, contact, and agent into this sheet. Sort by stage and add a summary count per agent at the bottom.
When you need to flag stale deals
Deals that have not moved stage in 30 days need a red flag before the meeting.
Pull all open Follow Up Boss deals into this sheet with deal name, stage, price, contact, agent, and last activity date. In a new column called "Stale", write "Yes" for any deal where the last activity date is more than 30 days ago, and "No" for the rest. Sort by Stale descending so the flagged deals appear at the top.
When the broker wants a full snapshot plus deal-level notes
Same pipeline view, but each deal needs the most recent note pulled from Follow Up Boss so the broker can prep talking points before the meeting.
Pull all open Follow Up Boss deals into this sheet with deal name, stage, price, contact, and assigned agent. For each deal, also fetch the most recent note from the Follow Up Boss deal record and write it into column F. Sort by stage, add a summary count per stage below the table.
The pattern: pull, condition, and summarize in one prompt instead of exporting, cleaning, and calculating manually every Monday.
Try It
Get the 7-day free trial of SheetXAI and open any sheet, then ask it to pull your Follow Up Boss pipeline. The Follow Up Boss integration is included in every SheetXAI plan. For related workflows, see how to export appointment data or the Follow Up Boss in Google Sheets overview.