The Scenario
You're the volunteer coordinator for a congregation of 600 members, and you've been asked to build a targeted recruitment list for a summer initiative aimed at young adults. You know the data you need is in CHMeetings — names, emails, mobile numbers, birth dates, and SMS opt-out status — but it's not in a form you can filter. It's sitting in the platform, paginated across the member directory, with no built-in export that lets you apply the filters you have in mind.
What you actually need is an Excel workbook with everyone in it, flagged appropriately, so you can sort by age range and remove anyone who's opted out of texts before handing the list to the outreach team.
The bad version:
- Page through the CHMeetings directory, copy batches of names into the workbook by hand, realizing 20 minutes in that you missed the mobile number column.
- Export whatever CSV CHMeetings offers, open it in Excel, discover the birth date column is in a format that won't sort correctly, and spend 30 minutes reformatting.
- Build the "adults 18–35" filter manually in the workbook after the data lands, realize you forgot to include the do_not_text flag in your export, and go back into CHMeetings to pull that separately.
The outreach team is waiting on this list. You were supposed to have it to them by the end of the week.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to CHMeetings and can pull the full member directory into your workbook, with transformations and flags applied in the same operation.
Pull all people records from CHMeetings and write first name, last name, email, mobile, gender, birth date, and do_not_text flag into this workbook — one row per person, flag anyone where do_not_text is true with "no SMS" in column H, and calculate approximate age in column I from the birth date in column F.
SheetXAI fetches the full member list, writes every record into the workbook, computes the age column, and applies the opt-out flag — in one pass.
What You Get
- Columns A through G: first name, last name, email, mobile, gender, birth date, raw do_not_text value.
- Column H: "no SMS" for any member with do_not_text flagged true, blank for everyone else.
- Column I: calculated age in years, derived from the birth date in column F.
- All 600 rows written in a single operation — no pagination, no partial exports.
What If the Data Is Not Quite Ready
The birth dates are stored as strings in an unexpected format
Pull all people records from CHMeetings with first name in column A, last name in column B, email in column C, mobile in column D, and birth date in column E — parse the birth date into YYYY-MM-DD format and write it standardized into column E, then compute age in column F.
You only want members who have both an email and a mobile on file
Fetch all CHMeetings people records, write first name in column A, last name in column B, email in column C, mobile in column D, birth date in column E — skip any record where both email and mobile are missing, and mark records with only one of the two as "incomplete contact" in column F.
You want to cross-reference against a second worksheet that lists group assignments
Pull all CHMeetings people records into Sheet1 with person ID in column A, first name in column B, last name in column C, email in column D — then for each person ID, look up any matching ID in column A of Sheet2 and write the group name from column B of Sheet2 into column E of Sheet1.
Pull the full directory, flag opt-outs, calculate ages, filter for 18–35 with SMS consent, and write the shortlist to a second worksheet
Fetch all CHMeetings people records, write to Sheet1 with first name in column A, last name in column B, email in column C, mobile in column D, birth date in column E, do_not_text in column F — calculate age in column G, flag "no SMS" in column H where do_not_text is true — then copy only the rows where age is between 18 and 35 and column H is blank into Sheet2 as the outreach shortlist.
One prompt. No intermediate exports. The list is ready when it finishes.
Try It
Open any Excel workbook connected to your CHMeetings account and get the 7-day free trial of SheetXAI — pull your full member directory, flag opt-outs, and compute ages in a single ask. Then see how to bulk-import new members into CHMeetings from an Excel workbook, or return to the CHMeetings integration overview.