The Scenario
Your territory pipeline report is due before the leadership review on Friday. The model lives in a Google Sheet. At the top of the sheet is a column of 500 ForceManager company IDs — pulled from three regional datasets that were merged last month. The rest of the columns are empty: name, address, city, and two custom fields for segment and annual revenue that someone added to ForceManager last quarter and that your model now depends on.
Someone had to go look these up. That someone is you.
The bad version:
- Open ForceManager, search for the first company ID, click into the record, copy the name, switch to the sheet, paste it in column B. Switch back, copy the address, switch back, paste it in column C. Repeat for city, segment, annual revenue.
- Do this for company ID 2. Then 3. Then 4.
- Reach company 30 after 90 minutes and calculate that at this rate you'll be done sometime next Tuesday — which is after Friday's leadership review.
The data is in ForceManager. The sheet is waiting. The only obstacle is the 500 manual lookups standing between them.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the company IDs in column A, looks up each one in ForceManager, and fills in the requested fields — all in a single operation.
For each Company ID in column A, look up the ForceManager company and fill in Name (column B), Address (column C), and City (column D)
SheetXAI runs through all 500 rows, fetches each company record from ForceManager by ID, and writes the name, address, and city into the corresponding columns. Any ID that doesn't resolve gets a "not found" note in column E so you know exactly which rows need attention.
What You Get
- Name, address, and city populated for every resolved company ID — in one operation.
- A "not found" status in column E for any company ID that doesn't exist in ForceManager.
- Your sheet ready for analysis without a week of manual lookups.
- The enrichment is repeatable: run the same prompt next quarter against a refreshed ID list.
What If the Data Is Not Quite Ready
Some company IDs are formatted inconsistently
The merged dataset has IDs in different formats — some with leading zeros, some without, some with a prefix from the legacy system.
Normalize the company IDs in column A by stripping any non-numeric prefix and leading zeros, then look up each cleaned ID in ForceManager and fill in Name (column B), Address (column C), and City (column D)
You also need the two custom fields — segment and annual revenue
The pipeline model requires those custom fields that were added to ForceManager last quarter.
For each Company ID in column A, look up the ForceManager company and fill in Name (column B), Address (column C), City (column D), Segment custom field (column E), and Annual Revenue custom field (column F)
Some rows already have values in columns B through D from a previous partial enrichment
You ran a partial enrichment last week and don't want to overwrite the rows that already have data.
For each Company ID in column A where column B is blank, look up the ForceManager company and fill in Name (column B), Address (column C), City (column D), Segment (column E), and Annual Revenue (column F) — skip rows that already have a value in column B
Normalize IDs, skip pre-filled rows, and enrich all five fields in one prompt
Strip non-numeric prefixes and leading zeros from company IDs in column A, then for each row where column B is blank look up the ForceManager company by the cleaned ID and fill in Name (column B), Address (column C), City (column D), Segment (column E), and Annual Revenue (column F) — write "not found" to column G for any ID that doesn't resolve
One prompt, 500 rows enriched without a week of tab-switching.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet with a column of ForceManager company IDs and blank fields you need filled in, then ask in plain language. For related workflows, see how to bulk-update company records after enrichment, or return to the ForceManager integration overview.