The Scenario
Your sales director is presenting the quarterly business review to the board in eight days. She wants a one-sheet account intelligence brief for each of the top 20 accounts: firmographics, current tech stack, intent topics they're researching, and the most recent news or scoop. All of it from ZoomInfo. All of it in one Google Sheet. She is not asking you to go build it by hand — she is asking you to have it ready by Monday morning.
The bad version:
- Open ZoomInfo, search each company, pull firmographic data, note it in the sheet
- Navigate to the tech stack section for each company, pull the relevant tools, paste
- Navigate to intent data, pull scores for the relevant topics, paste
- Navigate to news, pull the headline, paste
- Repeat the four-step loop 20 times across 80 individual data pulls
Eighty manual lookups for a 20-company briefing is a full day of work. The QBR is in eight days, not eight weeks.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It reads the 20 domains in column A, queries ZoomInfo for all four data types in one pass, and writes each result into the correct column — no navigation required.
For each company domain in column A of this Sheet, enrich with ZoomInfo company data, technology data, intent signals, and latest news, writing all results into columns B through M
What You Get
- Columns B–E: firmographics (employee count, revenue, industry, HQ city)
- Columns F–H: technology stack (detected CRM, marketing automation, data warehouse)
- Columns I–J: intent signals (topic names and composite score)
- Columns K–L: latest news (headline and publication date)
- Column M: most recent scoop type and date combined
What If the Data Is Not Quite Ready
I want named columns that match the QBR template exactly
Build a complete account intelligence Sheet for the 20 domains in column A: add columns with these exact headers: EmployeeCount, Revenue, Industry, HQ, DetectedCRM, MarketingAutomation, DataWarehouse, IntentTopics, IntentScore, LatestNewsHeadline, NewsDate, LatestScoop — using ZoomInfo enrichment for each domain
Some domains are subsidiary sites and I want the parent company data for firmographics
For each domain in column A, check whether ZoomInfo identifies a parent company — if so, use the parent for firmographic enrichment and note the parent name in a separate column — then pull tech stack, intent, and news for the subsidiary-level record
I want to add a QBR readiness score so the director can see which accounts are high-signal at a glance
Enrich all 20 domains in column A with ZoomInfo firmographics, tech stack, intent, and latest news — write results into columns B through M — then add a QBR Score in column N from 1 to 5 based on: intent score weight 40 percent, recency of news or scoop weight 30 percent, firmographic fit weight 30 percent
Full intelligence brief plus a one-paragraph account narrative for the board deck in one shot
For each domain in column A, build the complete ZoomInfo intelligence sheet — firmographics, tech stack, intent, news — then write a three-sentence account narrative in column O that the director can paste directly into the board deck: what the company does, what signals suggest they are in-market, and what the most recent trigger event was
That final column is the difference between a data sheet and a board-ready briefing.
Try It
Get the 7-day free trial of SheetXAI and open the Google Sheet with your top 20 account domains — ask it to pull all four ZoomInfo data types in one pass so the account intelligence brief is ready before the QBR. The hub overview covers the full range of ZoomInfo + Google Sheets use cases.