The Scenario
End-of-quarter file audit. Sales operations needs to verify that every deal closed in the last week has a signed proposal and a contract attached as a Google Drive file in the corresponding NetHunt CRM record. If anything is missing, the finance team needs to know before the revenue gets booked. You are the one doing the verification.
The bad version:
- Open NetHunt CRM, filter the Deals folder to records updated in the last 7 days, and open the first deal.
- Check the attachments section, note whether a proposal and a contract are present, and write the result into a spreadsheet row.
- Do this for 40 deals. Discover partway through that some records have the files linked under a different tab, and you have to re-check the ones you already logged.
This is not analysis work. It is a verification task — and a fully manual one is the only version that currently exists.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It connects to NetHunt CRM, retrieves the Google Drive files linked to the records in the time window you specify, and writes a structured inventory into the sheet — one row per file, with the record it belongs to and a link back to Drive.
Find all Google Drive files linked to records in my NetHunt CRM Deals folder created in the last 7 days and write each file's name, Drive link, MIME type, and associated record ID into my Google Sheet
What You Get
- One row per linked file.
- Columns: file name, Drive link, MIME type, associated record ID.
- If a record has three files attached, it appears as three rows.
- Records with no files attached are excluded by default — ask to include them if you need to flag missing attachments.
What If the Data Is Not Quite Ready
I need to surface deals that have NO files attached
Find all records in my NetHunt CRM Deals folder updated in the last 7 days. For each record, check whether any Google Drive files are linked. Write a row for each record showing record ID, deal name, and either the file names and links or NO FILES ATTACHED if nothing is linked.
I want to filter to only PDF files — likely contracts and proposals
Find all Google Drive PDF files linked to records in my NetHunt CRM Deals folder from the last 7 days and write file name, Drive link, and associated record ID into my sheet — exclude non-PDF attachments
I need to check both Deals and Contacts folders
Pull all Google Drive files linked to records in my NetHunt CRM Deals and Contacts folders created or updated in the last 7 days, add a Folder column, and write file name, Drive link, MIME type, folder, and record ID into my sheet
Full file audit: build the inventory, then flag deals missing a contract PDF
Find all Google Drive files linked to my NetHunt CRM Deals folder for records updated in the last 7 days. Write the full file list with record ID, deal name, file name, and Drive link. Then add a second section below listing every deal that has no file with contract in its name, so the finance team can see what is missing at a glance.
Doing the inventory and the gap analysis in one pass saves a second round of filtering after the data lands.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet you use for deal documentation audits, then ask it to pull the Drive file inventory from your NetHunt CRM Deals folder for the time window you care about. You might also find the spoke on auditing CRM change history useful, or the hub overview covering all four ways to connect NetHunt CRM to Google Sheets.