Enrich a Google Sheet With Matched Ragic Record Fields

The Scenario

A colleague handed you an Excel file last week — three hundred company names, one per row, collected from a trade show lead scanner. Your job is to figure out which ones are already in Ragic as accounts and pull back their industry, revenue tier, and account owner so sales knows who to prioritize.

The file sat in your downloads folder until this morning, when your manager asked where the enriched list was.

The bad version:

Open Ragic, navigate to the 'Accounts' sheet, and search for the first company name.
Copy the Industry, Revenue Tier, and Account Owner values into the right columns in your sheet.
Repeat for 299 more rows — with no reliable way to handle name variations, partial matches, or companies that aren't in Ragic at all.

You were handed an enrichment task. You ended up doing data entry for an afternoon. These are not the same job, and only one of them requires your judgment.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent that lives inside your Google Sheet. It reads column A, searches Ragic for each company name, and writes the matched field values back into the same row — all without you touching a single record manually.

For each company name in column A, search Ragic for a matching account record and fill columns B, C, D with its Industry, Revenue Tier, and Account Owner fields

What You Get

Column B fills with the Industry value from the matched Ragic account.
Column C fills with Revenue Tier.
Column D fills with Account Owner.
Rows where Ragic returns no match get "Not Found" written across B, C, D — so you can see exactly which companies need manual follow-up.
Rows where Ragic returns multiple matches surface "Multiple Matches — review" instead of silently picking one.

What If the Data Is Not Quite Ready

Company names in your sheet don't exactly match Ragic account names

For each company name in column A, search Ragic for the closest matching account record using partial name matching, write the matched account name to column B, Industry to column C, Revenue Tier to column D, and Account Owner to column E — flag any low-confidence matches in column F

You only want to enrich rows where the account owner field is currently empty

For each company name in column A where column D is blank, search Ragic for a matching account and fill D with the Account Owner field; skip rows where D already has a value

For each company name in column A, search Ragic for a matching account record, write Industry to column B and Account Owner to column C, then look up the account's most recent opportunity in the 'Opportunities' sheet and write the opportunity name and close date to columns D and E

Normalize the company names, run the enrichment, and flag accounts needing outreach in one shot

For each company name in column A, strip common suffixes like 'Inc', 'LLC', 'Ltd' before searching Ragic; write the matched account's Industry to column B, Revenue Tier to column C, and Account Owner to column D; if Revenue Tier is 'Enterprise' and Account Owner is blank, mark column E 'Unassigned — priority'

Cleanup and enrichment in one prompt means the output is already ready to hand off — not a half-finished spreadsheet that still needs a second pass.

Try It

Get the 7-day free trial of SheetXAI and open the Google Sheet with your list of company names, then ask it to search Ragic and write back the account fields you need. When you're done, see how bulk importing Ragic records into a sheet for analysis works, or return to the Ragic integration overview.