The Scenario
It's Thursday afternoon and the Friday pipeline review is at 9 AM. Your sales team leader needs a breakdown of last week's 400-call GoDial campaign — how many leads answered, how many converted, how many need callbacks, how many were wrong numbers. That data is in GoDial. The pipeline review happens in Google Sheets.
The bad version:
- Navigate to the GoDial list, click through to the export option, download a CSV with twenty columns you don't need and three you do.
- Open the CSV in a separate tab, delete the columns you don't need, copy the three columns into the reporting sheet, fix the header names so they match last week's format.
- Manually write a COUNTIF formula for each disposition type, notice that GoDial exported "No Answer" as "no_answer" this time (it was "No Answer" last month), update all the formulas, question whether you have the right data.
The review is twelve hours away. You've now spent forty minutes on a task that should produce a number, not consume half your evening.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It connects to GoDial, fetches the contacts and disposition data from a list, and writes everything back to your sheet — including summary counts — in a single operation.
Open the SheetXAI sidebar and paste this prompt:
Fetch all contacts from GoDial list ID list_abc and write their name, phone, disposition status, and lead score into columns A through D, then add a summary count of each disposition value below the data
What You Get
- Rows written starting at row 1 (or below an existing header): name in column A, phone in column B, disposition status in column C, lead score in column D.
- A blank separator row after the last contact row, followed by a summary block showing each unique disposition value and how many contacts have it — like "Converted: 47", "No Answer: 183", "Callback Requested: 91".
- The sheet is ready to share for the 9 AM review without any additional formatting or formula work.
What If the Data Is Not Quite Ready
The list has contacts in multiple disposition states and you only need a subset
Fetch all contacts from GoDial list 'June Campaign' where disposition status is 'Callback Requested' or 'No Answer', write name (column A), phone (column B), disposition (column C), and last-called date (column D) into this sheet, then summarize the count of each included disposition below the data
The disposition labels exported from GoDial don't match what the report template expects
Fetch all contacts from GoDial list ID list_abc, write name (column A), phone (column B), and disposition (column C), then remap the disposition values so 'no_answer' becomes 'No Answer', 'converted' becomes 'Converted', and 'wrong_number' becomes 'Wrong Number' before writing — add a summary count per remapped value below the data
You need to join the GoDial outcomes against a second tab that has the original lead scores
Fetch all contacts from GoDial list 'June Campaign' and write their GoDial contact ID (column A), phone (column B), and disposition (column C) into the 'Results' tab. Then look up each phone number in the 'Leads' tab and copy the original lead score from column D of that tab into column D of 'Results'
Pull the full disposition export, clean inconsistent labels, join with the leads tab, and summarize by lead source in one shot
Fetch all contacts from GoDial list 'June Campaign'. Normalize all disposition values to title case. Join each contact to the 'Leads' tab using column A (phone) to pull the lead source from column E of 'Leads'. Write contact ID (col A), phone (col B), disposition (col C), lead source (col D), and last-called date (col E) into the 'Results' tab. Below the data, add a pivot-style summary showing count of each disposition broken down by lead source.
Ask for the cleanup, the join, and the summary in one prompt. The sheet is review-ready in seconds.
Try It
Get the 7-day free trial of SheetXAI and open a Google Sheet next to your GoDial campaign. Ask SheetXAI to pull the full disposition export and add a summary — the kind of thing you'd normally build manually the night before a pipeline review. See also bulk importing leads into GoDial or the full GoDial integration overview.