The Scenario
It is Thursday. Your weekly call list has 40 accounts and you're supposed to prioritize the ones where something is happening internally — a new executive, a budget approval, a department expansion. ZoomInfo calls these scoops. You know they exist. The problem is that pulling scoops for 40 accounts through the ZoomInfo UI means 40 individual company searches, and you have calls starting in 90 minutes.
The bad version:
- Open ZoomInfo, search each company, navigate to the Scoops section, identify the most recent scoop, copy the type, date, and description, switch to the sheet, find the right row, paste
- Realize that the Scoops section shows multiple items per company and you have to manually judge which one is most relevant
- Finish the exercise, sort the sheet by hand, and discover that half the best scoops are for companies near the bottom of your alphabetical list
Ninety minutes before calls is not the window for a 40-step manual enrichment process.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It reads your account list, queries ZoomInfo for scoops, writes the results back, and can sort the rows so the most active accounts surface first.
For each company in column A, search ZoomInfo for scoops and write the scoop type, date, and description into columns B, C, and D
What You Get
- Column B: scoop type (e.g., New Executive Hire, Budget Approval, Expansion)
- Column C: scoop date
- Column D: short description of the scoop
- Rows with no active scoops receive a NO SCOOP flag in column E
What If the Data Is Not Quite Ready
I want the list sorted so accounts with scoops appear first
For each company in column A, pull the most recent ZoomInfo scoop — type into B, date into C, description into D — flag NO SCOOP in column E for accounts with nothing, then sort the sheet so all rows with a scoop value appear above the NO SCOOP rows
I want to filter to only a few specific scoop types that matter for our outreach
For each company in column A, pull all available ZoomInfo scoops and check if any of them are of type New Executive Hire, Budget Approval, or New Office Opening — write the matching scoop type into B, date into C, and description into D; if no scoop of those types exists, write NOT RELEVANT in column E
I want to combine the scoop data with the contact most likely to be affected by it
For each company in column A, pull the most recent ZoomInfo scoop into B, C, and D — then search ZoomInfo for the senior contact most likely to be involved in that scoop type (e.g., if the scoop is a new CFO hire, find a Finance Director or VP Finance) and write their name, title, and email into E, F, and G
Complete call prep in one prompt — scoops, contacts, and a personalized opener
For each company in column A, pull the most recent ZoomInfo scoop into columns B, C, and D; find the relevant senior contact and write name, title, and direct email into E, F, and G; then write a two-sentence call opener in column H referencing the scoop type as the reason for the call
That final prompt is a complete call brief per account, ready in one pass.
Try It
Get the 7-day free trial of SheetXAI and open the Google Sheet with your weekly call list — ask it to pull ZoomInfo scoop data for each account and sort by recency so you start with the accounts where something is actually happening. Explore the hub overview for the full range of ZoomInfo + Google Sheets use cases.
