The Scenario
You are a sales manager. The monthly pipeline review meeting is tomorrow at 10 AM and you need a clean log of every call your team made last month — call ID, date, rep name, duration, and associated deal — in a Google Sheet.
Eighty-five calls. One month. You want the rows sorted by rep so the review can move through the team one by one.
The slow version:
- Log into Gong, navigate to the calls view
- Filter by date range, filter by team
- Try to export — the CSV misses the CRM deal name association
- Pull a second export from the CRM to cross-reference deals
- VLOOKUP the two together in Sheets
- Sort by rep, clean up the merged columns
- It is 9 PM and the sheet still has two reps missing because their CRM associations were blank in Gong.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your spreadsheet that reads Gong's call API directly, so you do not have to merge two exports by hand.
Open the SheetXAI sidebar and type:
Fetch all Gong calls from the last 30 days and write call ID, date, rep name, duration in minutes, and CRM deal name into this sheet — one row per call. Sort by rep name ascending.
SheetXAI fetches all 85 calls from Gong, pulls the CRM deal association from the Gong call record, and writes the sorted table into the sheet. Ready for tomorrow.
What You Get
A clean table sorted by rep:
- Column A — call ID
- Column B — call date
- Column C — rep name
- Column D — duration in minutes
- Column E — associated CRM deal name
The sort means the meeting can move rep by rep without anyone scrolling to find calls. If a deal name is missing from Gong's CRM association, SheetXAI writes "NO DEAL LINKED" so you know which calls to follow up on.
What If the Data Is Not Quite Ready
Call logs need scoping and cleanup almost every time.
When you want to filter by call duration
Short calls under 2 minutes are likely wrong numbers or no-answers. You do not want them cluttering the pipeline review.
Fetch all Gong calls from the last 30 days. Write call ID, date, rep name, duration in minutes, and CRM deal name into this sheet. Exclude any call shorter than 2 minutes. Sort by rep name ascending.
When you want a per-rep summary row below each rep's calls
The review format works better when each rep's section ends with a total call count and total talk time.
Fetch all Gong calls from the last 30 days. Write call ID, date, rep name, duration, and deal name. Group rows by rep. After each rep's calls, insert a summary row showing that rep's total calls and total duration. Sort reps alphabetically.
When the date range should come from cells in the sheet, not hardcoded in the prompt
The ops team updates cells A1 and B1 with the start and end dates before each monthly review.
Pull all Gong calls for the date range in cells A1 and B1. Write call ID, date, rep name, duration in minutes, and CRM deal name into this sheet starting in row 3 with headers in row 2. Sort by duration descending.
When you want the full setup — filtered pull, grouped by rep, per-rep totals, and a one-line summary of the top caller
Blank sheet, meeting in the morning.
Fetch all Gong calls from the last 30 days. Exclude calls under 2 minutes. Write call ID, date, rep name, duration in minutes, and CRM deal name into this sheet. Group rows by rep and insert a summary row after each rep showing total calls and total talk time. After all data, write a one-sentence note in the last row naming the rep with the most total calls.
The pattern: the pull, the grouping, and the annotation are one ask. The sheet is ready for the meeting.
Try It
Get the 7-day free trial of SheetXAI and open a blank sheet, then ask it to fetch your team's last 30 days of Gong calls. The Gong integration is included in every SheetXAI plan. For related workflows, see how to pull lost-deal transcripts and spot recurring objections or the Gong in Google Sheets overview.