The Scenario
You're a sales manager and you sent 25 proposals last month. Some of those clients have gone quiet. Others opened the proposal four times in two days. You have no idea which is which, because your follow-up call list is just a flat list of names with no signal attached. The data exists in Nusii — view events, timestamps, acceptance events — but it's not in a sheet where you can sort and act on it.
The bad version:
- Open Nusii, click on proposal 1, find the activity log, note the view count and last view date. Open the sheet, find the row, enter the numbers.
- Do this for all 25 proposals.
- Sort the sheet by view count manually — realize you also want last view date and have to re-sort.
- The follow-up calls that were supposed to happen this morning are now happening this afternoon because of this.
Your job is to close deals, not audit proposal metrics by hand.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It connects to Nusii, fetches all activity events across every sent proposal, and writes them into the sheet in one operation — sorted and ready for prioritization.
Here is the prompt for this specific task:
Fetch all Nusii proposal activities across every sent proposal and write proposal title, client name, activity type, and activity timestamp into this sheet — sort by timestamp descending
What You Get
- One row per activity event across all sent proposals.
- Columns populated: proposal title, client name, activity type (viewed, accepted, etc.), timestamp.
- Sorted newest to oldest — the most recent client engagement appears at the top.
- Proposals with zero activity appear with a note so you can see which ones haven't been opened at all.
What If the Data Is Not Quite Ready
You only want view and acceptance events, not all activity types
Fetch all Nusii proposal activities for every sent proposal — filter to only events of type "viewed" or "accepted" — write proposal title, client name, activity type, and timestamp into this sheet, sorted by timestamp descending
You want a summary view: one row per proposal with total view count and last view date
For each proposal ID in column A of my follow-up sheet, fetch Nusii activity records and write the total view count and last view date into columns B and C — leave columns B and C blank if there are no activity records for a proposal
You want to flag proposals that have been viewed multiple times but not accepted
Fetch activity for all sent Nusii proposals — for each proposal calculate the total number of "viewed" events and the latest view date — write proposal title, client name, view count, last view date into columns A through D — in column E write "Hot lead" if view count is 3 or more and status is not accepted, otherwise leave blank
Full follow-up prioritization: pull, score, and rank in one pass
Fetch all Nusii activities across sent proposals — calculate view count and last view date per proposal — fetch proposal status from Nusii for each — write proposal title, client name, status, view count, last view date into columns A through E — in column F write a priority score: 3 if status is accepted, 2 if view count is 3 or more, 1 if view count is 1 or 2, 0 if never viewed — sort the rows by column F descending
Combining the activity pull, the scoring logic, and the sort in one prompt gives you a prioritized call list without a separate formula step.
Try It
Get the 7-day free trial of SheetXAI and open the Google Sheet where your follow-up list lives, then ask it to pull Nusii proposal activity and score your leads before your next sales standup. Also see how to export your full proposals pipeline for a quarterly debrief or how to bulk-update proposal expiry dates — back to the Nusii Proposals overview.