The Scenario
The sales manager has 25 discovery calls from last month flagged for coaching review. The call IDs are in column A. She needs the ZRA scorecard for each one — criterion name, score, and pass/fail — pulled into a sheet so she can rank reps and build the coaching plan for Q3.
She sent a request to the RevOps team two days ago. The RevOps analyst said he'd get to it by end of week. It's Thursday.
She opens ZRA herself. She finds one call's scorecard. It's a nested table in the ZRA UI. She right-clicks. There's no "export" option.
She stares at it for a moment, closes the browser, and reopens Slack.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. Through its built-in Zoom Revenue Accelerator integration, it can pull scorecard data for each call ID and flatten the nested criteria into rows.
For each conversation ID in column A, fetch the Zoom ZRA scorecard and write each criterion name and score into new columns in this sheet
What You Get
- One row per scorecard criterion per call, with conversation ID, criterion name, score, and pass/fail status.
- All 25 calls processed in one pass.
- Flattened structure means you can sort by criterion or by score without reshaping the data.
- The rep ranking follows from a pivot table on this output — or ask SheetXAI to build that too.
What If the Data Is Not Quite Ready
You want one row per conversation (not per criterion) with criteria as columns
For each conversation ID in column A, fetch the ZRA scorecard and write the results as one row per conversation. Use each criterion name as a column header and write the score in that column. Add a PassCount column at the end showing how many criteria the rep passed.
Some call IDs in column A are from a different quarter and have no ZRA scorecard
For each conversation ID in column A, attempt to fetch the ZRA scorecard. If no scorecard exists, write 'no scorecard found' in column B and skip the remaining columns. For calls with a scorecard, write ConversationId, Criterion, Score, and Passed as columns.
You want to compare scorecard performance against the rep's average
Pull ZRA scorecards for all 25 conversation IDs in column A. After writing the raw criterion scores, add a column showing whether each score is above or below that rep's average score across all their calls in the dataset. Label the column 'vs. Rep Avg'.
Pull scorecards, rank reps, and identify the specific criteria where each rep underperforms
For each conversation ID in column A, fetch the ZRA scorecard and write ConversationId, RepName, Criterion, Score, and Passed to the 'Raw Scores' tab. On the 'Rep Summary' tab, write one row per rep with their average score per criterion. Highlight any criterion where a rep's average is below 70 by writing that criterion name and score to the 'Needs Work' tab.
One prompt produces the full coaching data structure.
Try It
Get the 7-day free trial of SheetXAI and open your call ID Google Sheet, then ask it to pull ZRA scorecards for each conversation from Zoom. For pulling AI meeting summaries instead of scorecards, see the spoke on pulling Zoom AI meeting summaries, or the hub overview on all the ways to connect Zoom to Google Sheets.