The Scenario
It's the first week of the quarter. The sales director opened the ZRA dashboard this morning and saw 40 deals in the pipeline — but the deal records are sparse. Some have names, some have amounts, some don't. She wants a Google Sheet with a complete deal health snapshot: name, stage, amount, and activity count for every deal, so she can run the QBR without switching back and forth between ZRA and a spreadsheet.
Someone on the RevOps team added the deal IDs to column A of a sheet last month and then the project stalled. The sheet has been sitting there with 40 IDs and nothing else.
The sales director forwards the sheet to her analyst with a note: "Can you fill this in by 2 PM?"
The analyst opens ZRA. Each deal detail page loads separately. He starts clicking through them, copying values, pasting into the sheet. By deal seven, he's already made two copy errors.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the deal IDs and through its built-in Zoom Revenue Accelerator integration fetches the details for each one.
For each deal ID in column A, fetch the deal details from Zoom Revenue Accelerator and write the deal name, stage, amount, and owner into columns B through E
What You Get
- Columns B through E fill with deal name, stage, amount, and owner for all 40 deals.
- Any deal ID that returns no data gets a note so you know which ones are missing or stale.
- The sheet is ready for the QBR before lunch.
- No copy errors from clicking through 40 separate ZRA deal pages.
What If the Data Is Not Quite Ready
You also need activity count — total conversations associated with each deal
For each deal ID in column A, fetch the deal details from Zoom Revenue Accelerator and write the deal name, current stage, total amount, owner, and number of associated conversations to columns B through F.
Some deal IDs in column A are stale and no longer exist in ZRA
For each deal ID in column A, fetch the deal details from Zoom Revenue Accelerator. Write deal name, stage, amount, and owner to columns B through E. For any deal ID that returns no record, write 'deal not found in ZRA' to column B and leave columns C through E blank.
You need the output split by stage — one section per pipeline stage
For each deal ID in column A, fetch ZRA deal details (name, stage, amount, owner, activity count). After all 40 are fetched, sort the results by stage and write them to the sheet grouped by stage, with a blank row between each stage group and a stage header row before each group.
Enrich all deals, flag at-risk ones, and draft the QBR summary in one pass
For each deal ID in column A, fetch deal name, stage, amount, owner, and activity count from Zoom Revenue Accelerator. Write results to columns B through F. In column G, write 'AT RISK' for any deal in the 'Negotiation' or 'Proposal' stage with fewer than 3 activities and an amount over $50,000. After all rows are filled, write a 4-bullet QBR summary to cell I1 that highlights deal count by stage, total pipeline value, and the at-risk deals by name.
That's the QBR deck narrative, built from the data in one shot.
Try It
Get the 7-day free trial of SheetXAI and open your ZRA deal list Google Sheet, then ask it to enrich every row with deal details from Zoom Revenue Accelerator. For pulling ZRA conversation data and engagement scores instead, see the spoke on pulling ZRA conversation data, or the hub overview on all the ways to connect Zoom to Google Sheets.