The Scenario
It's Monday morning pipeline review prep. The sales manager has twenty discovery call IDs from last week sitting in column A of a Google Sheet. She wants the AI meeting summary for each call — key topics discussed, next steps — written into adjacent columns so she can review before the 10 AM pipeline call.
Zoom's AI Companion generates these summaries. Getting them out is the problem.
The usual path is: open the first meeting in Zoom's web portal, navigate to the AI summary tab, copy the text, switch to the sheet, paste it into column B. Twenty times.
She started at 8:15. At 9:00 she's on meeting seven and the summary for meeting five was truncated because she accidentally copied from the wrong section.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the meeting IDs and through its built-in Zoom integration pulls the AI-generated summary for each one directly.
For each meeting ID in column A of this sheet, fetch the Zoom AI meeting summary and write the summary text to column B and next steps to column C
What You Get
- Column B has the full AI summary text for each call.
- Column C has the next steps extracted from the summary.
- Any meeting ID that has no AI summary (recording off, AI Companion not enabled) gets a note in column B so you know which calls are missing data.
- Twenty rows processed before the first coffee is cold.
What If the Data Is Not Quite Ready
Some meeting IDs in column A are actually UUIDs — the format differs
Column A has a mix of Zoom meeting IDs and meeting UUIDs. For each row, fetch the AI meeting summary using whichever identifier works, and write the summary text to column B and next steps to column C. If no summary is available, write 'no AI summary found' in column B.
You want the rep name extracted from the summary too, for the coaching dashboard
For each meeting ID in column A, fetch the Zoom AI meeting summary. Write the summary text to column B, next steps to column C, and extract the rep name from the meeting topic or summary metadata and write it to column D.
Summaries need to be scoped to a specific date range — last week only
Column A has meeting IDs. Column B has the meeting date. For rows where the date in column B falls in the past 7 days, fetch the Zoom AI meeting summary and write summary text to column C and next steps to column D. Skip rows outside that date range.
Pull summaries, flag high-priority next steps, and draft a coaching note in one pass
For each meeting ID in column A, fetch the Zoom AI meeting summary. Write summary text to column B and next steps to column C. In column D, write 'HIGH PRIORITY' if the next steps mention 'demo,' 'proposal,' or 'contract,' and 'STANDARD' otherwise. After all rows are processed, write a 3-sentence coaching note summarizing the week's common themes to cell F1.
One prompt, full pipeline prep.
Try It
Get the 7-day free trial of SheetXAI and open your pipeline review Google Sheet with call IDs in column A, then ask it to pull the Zoom AI summaries for each one. For pulling ZRA scorecard data instead of summaries, see the spoke on extracting ZRA scorecards, or the hub overview on all the ways to connect Zoom to Google Sheets.