The Scenario
The handoff note from the analyst who left last week was three sentences: "The 'Name' column has everything in it. Companies, people, cities. Sales team is waiting on it." You're a data quality analyst. The 7,000-row CRM import has a single Name column that's a mix of company names, individual names, and location strings — and the sales team needs them split into typed categories before they can assign accounts.
You've never touched this dataset before. You have no documentation. The sales kickoff is in two days.
The bad version:
- Scan the column manually and tag each row — seven thousand rows, one at a time, each requiring a judgment call.
- Write a keyword filter (if it contains "LLC" or "Inc" call it a company) — which misses every company without a legal suffix and misclassifies "Virginia" as a company because a company called "Virginia" exists.
- Ask the sales team to self-sort on their own time, which they will not do.
The sales kickoff happens whether or not the data is clean.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads your Google Sheet and calls Interzoid's entity classification API for every row — tagging each entry as Location, Organization, or Individual without you building classification logic.
For each value in column A, call Interzoid to classify it as Location, Organization, or Individual and write the entity type to column B.
What You Get
- Column B: entity type per row — Location, Organization, or Individual.
- A column C count showing how many rows of each type exist so the sales team can see the breakdown at a glance.
- The dataset ready for three filtered views: one per entity type, so account assignments can begin immediately.
What If the Data Is Not Quite Ready
Some entries in column A are clearly junk — numbers only, single characters, blank
For each value in column A, first check if it's blank, numeric-only, or fewer than 3 characters. Flag those as 'JUNK' in column B without calling Interzoid. For all remaining values, call Interzoid to classify as Location, Organization, or Individual and write to column B.
You want to further break down Organization into B2B vs. B2C based on the name
After classifying as Organization in column B, for each row tagged Organization, call Interzoid to check if the entity is an enterprise or a consumer brand and write the sub-type to column C.
You want to see only the Organization rows immediately
Tag every entry in column C with its Interzoid entity type and write the result to column D, then filter to show only Organization rows.
Full classification + routing in one shot
For each value in column A: flag junk (blank, numeric-only, under 3 characters) as 'JUNK' in column B, classify all others using Interzoid entity type and write to column B. Then create three separate sheets — 'Companies', 'People', and 'Locations' — each containing the rows of the corresponding entity type, with the original row number from column A preserved in column C for traceability.
The sales team gets three clean sheets. The kickoff prep moves forward.
Try It
Get the 7-day free trial of SheetXAI and open the CRM import — ask SheetXAI to classify every entry in column A by entity type before you route them to the sales team. Then see the spoke on normalizing vendor names to canonical forms, or the full Interzoid integration overview.