The Scenario
A nonprofit communications director has a quarterly campaign to plan and needs to know which DialMyCalls contact groups are actually worth using. Some were created two years ago. Some have 12 members. Some were supposed to be merged but never were.
She's been putting off this audit because doing it manually means logging into DialMyCalls, navigating to the groups page, clicking into each group to see the member count, and copying it all somewhere. Last time she checked there were 40+ groups. That's 40+ clicks plus a lot of typing.
The quarterly planning meeting is Monday morning. She's looking at her calendar and realizing she doesn't have three hours to spend clicking through a UI to answer a question that should take thirty seconds.
The bad version:
- Log into DialMyCalls, navigate to Contact Groups.
- Click into each group one at a time to find the member count — it's not visible in the list view.
- Manually record group name, ID, and member count into a workbook row by row.
After 40 entries you're not confident the counts are current, and the workbook has no timestamp.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the workbook and through its DialMyCalls integration it can pull all group metadata in one API call and write it directly into a new worksheet. Open the sidebar and ask.
Fetch all DialMyCalls groups and for each one retrieve the group details — name, ID, member count — and paste them into the 'Group Inventory' Excel worksheet, sorted by member count descending.
What You Get
- A new 'Group Inventory' worksheet created and populated immediately.
- Columns: Group Name, Group ID, Member Count.
- All groups listed, sorted largest to smallest so the active ones surface first.
- Current data pulled live from DialMyCalls — not a weeks-old screenshot.
What If the Data Is Not Quite Ready
You want to flag groups with fewer than 10 members for review
List all DialMyCalls contact groups with name, ID, and member count. Write them into the 'Group Inventory' worksheet and add 'Review — low count' in column D for any group with fewer than 10 members.
You need to cross-reference groups against a list of planned campaigns in column A
Fetch all DialMyCalls groups with name, ID, and member count. For each group name in column A of the 'Campaigns' worksheet, check whether a matching DialMyCalls group exists and write the member count into column B, or 'Group not found' if there's no match.
You want both the inventory and a summary count of total contacts across all groups
Fetch all DialMyCalls contact groups with name, ID, and member count. Write them into the 'Group Inventory' worksheet sorted by member count descending. Then add a summary row at the bottom: total groups and total members across all groups.
Pull the full inventory, flag duplicates by name, and rank by member count in one shot
Fetch all DialMyCalls contact groups. Check for any groups with identical names and write 'Duplicate name' in column D for those rows. Sort all rows by member count descending. Write everything into a new 'Group Audit' worksheet with a summary row at the bottom showing total groups and total members.
The communications director walks into Monday's meeting knowing exactly which groups are active, which are redundant, and what the total reach looks like.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook you're using for campaign planning, then ask it to pull your current DialMyCalls group inventory. See also: Provision Sub-Accounts From an Excel Workbook and the DialMyCalls hub overview.