The Scenario
You are a growth manager at a 15-person SaaS company. The quarterly engagement review is tomorrow at 2 PM. Your VP of Success wants a workbook with every tracked user, their last-seen date, and their total event count so the team can score engagement and flag accounts at risk.
GoSquared shows the numbers inside the dashboard. But your VP does not work in the GoSquared dashboard. She works in Excel. There are 3,000 tracked users in GoSquared People.
The bad version of this afternoon:
- You look for a People export button in GoSquared, find it, start the download
- The CSV lands with Unix timestamps and column names that match nothing in your report template
- You open Excel, import the file, spend twenty minutes reformatting dates and renaming headers
- You realize the export capped at 1,000 rows and you have 3,000 users
- You run three exports, stitch them together in Excel, and deduplicate
- You walk into the 2 PM review with a workbook your VP has never seen and no time to explain it.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads GoSquared People through the API, so you do not have to manage exports, pagination, or reformatting by hand.
Open the SheetXAI sidebar and type:
Pull all people from GoSquared into this workbook with columns for email, name, last seen, and total event count. Write them into the People tab. Sort by last seen descending so the most recently active users appear at the top.
SheetXAI calls the GoSquared People API, paginates through all records, writes them into the People tab with the column names you specified, and sorts them. The workbook is ready before your next meeting.
What You Get
A flat list of every GoSquared People record, structured for immediate use:
- Email column — the address GoSquared has on file
- Name column — display name where available
- Last seen column — formatted as a readable date, not a Unix timestamp
- Total event count column — the engagement signal your VP wants to score against
The sort is applied at write time. The most-at-risk users surface at the bottom. The most active land at the top. No pivot needed.
If you want to add a scoring formula in column E after SheetXAI writes the data, tell it in the same prompt. Ask SheetXAI to flag any user not seen in more than 30 days as "At Risk" in a Status column and it will add the conditional logic inline.
What If the Data Is Not Quite Ready
Real GoSquared People data is rarely clean. Some profiles have gaps, some have duplicate emails, some have properties you need that are not in the default export.
When some profiles are missing email
GoSquared identifies users by visitor ID, and not every visitor has been identified with an email yet.
Pull all GoSquared People into the People tab of this workbook. If a person has no email, write their visitor ID in the email column and mark the row 'No Email' in a Status column. Include last seen and total event count for all rows.
When you only want users on a specific plan
You do not need every user. You need the trial users for the engagement review.
Search GoSquared People for users where the plan property equals 'trial'. Write them into the People tab of this workbook with email, name, last seen, created date, and total event count. Sort by created date ascending so the oldest trials appear first.
When event count alone is not enough
Your team wants to know whether each user has ever hit a specific key event — "export_completed."
Pull all GoSquared People into the People tab of this workbook with email, name, and last seen. For each person, check whether they have ever fired the event 'export_completed' and write Yes or No in a column called Reached Key Action.
When you need to score and segment in the same operation
You want the full export, a health score, and a segment label in one shot so the workbook is ready to hand off.
Pull all 3,000 GoSquared People into the People tab of this workbook with email, name, last seen, and total event count. In column E, add a Health Score: 10 points for each event fired in the last 7 days, capped at 100. In column F, add a Segment label — Active for scores above 60, At Risk for 30 to 60, Churned for below 30. Sort by Health Score descending.
The pattern: instead of exporting a flat file and scoring it separately, you ask for the export, the scoring, and the segmentation in one prompt.
Try It
Get the 7-day free trial of SheetXAI and ask it to pull your GoSquared People records into any open workbook. The GoSquared integration is included in every SheetXAI plan. See also how to export GoSquared Smart Group members into an Excel workbook or the GoSquared in Excel overview.