The Scenario
The quarterly business reviews start in two weeks. Your customer success team handed you a Google Sheet — column A has 50 Salesmate company IDs, pulled from the deal export that finance ran last month. You need the company name, primary phone, website, and assigned owner for each one so you can build the QBR preparation deck and route the accounts to the right CSM.
The bad version:
- Open Salesmate, go to the Companies view, search for the first ID.
- Click into the record, find the fields you need, copy them one by one into the sheet.
- Do that 49 more times, realizing somewhere around ID 20 that three of the owner fields are showing a departed employee's name that needs to be flagged.
The deck doesn't care that this was tedious. It's due Friday.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the company IDs, fetches the corresponding Salesmate records, and writes the enrichment data directly into the columns you specify — no manual lookup, no browser tab switching.
Open the SheetXAI sidebar and ask:
For each company ID in column A of this sheet, fetch the Salesmate company record and write the company name, phone, website, and owner into columns B through E.
What You Get
- Company name written into column B for each ID
- Primary phone number in column C
- Website URL in column D
- Assigned owner name in column E
- Rows where the ID returns no result (deleted record, wrong ID) flagged with "Not Found" in column B so nothing silently disappears
What If the Data Is Not Quite Ready
Some IDs in column A are blank or malformed
For each row in this sheet where column A contains a valid numeric ID, fetch the Salesmate company record and write company name (B), phone (C), website (D), and owner (E). Skip rows where column A is blank or non-numeric and note "Skipped" in column B.
You also need the owner's email, not just their name
For each company ID in column A, fetch the Salesmate company record. Write the company name into column B, primary phone into column C, website into column D, owner display name into column E, and owner email into column F.
The IDs span two tabs — one for enterprise accounts, one for mid-market
Pull company IDs from column A of both the "Enterprise" tab and the "Mid-Market" tab. For each ID, fetch the Salesmate company record and write name (B), phone (C), website (D), and owner (E) back into the respective tab.
Full kill-chain: fetch, flag missing owners, and build a QBR routing column
In the Accounts tab: for each company ID in column A, fetch the Salesmate company record and write name (B), phone (C), website (D), and owner (E). If the owner field is blank or returns a deactivated user, write "Unassigned — Route Manually" in column F. Otherwise write the CSM tier from a lookup against the Tiers tab (column A = owner name, column B = tier) into column F.
One prompt enriches the data, flags the exceptions, and routes the accounts in a single pass.
Try It
Open a sheet with Salesmate company IDs and Get the 7-day free trial of SheetXAI. Ask it to fill in the company details before your next QBR prep session. You can also explore how to bulk create company records from a sheet or return to the full Salesmate integration guide.