The Scenario
You are a product manager at a B2B SaaS company. The sales hand-off meeting is Friday at 10 AM. Your head of sales wants a workbook of every user in the "power users" Smart Group — email, company, and last-seen date — so the outbound team can start working the list on Monday.
GoSquared shows the Smart Group in the dashboard. It has 800 members. But your sales team does not work in GoSquared. They work in a CRM that imports from Excel.
The slow version:
- You open the Smart Group in GoSquared, look for an export option, do not find one with the columns you need
- You start copying email addresses from the dashboard a few at a time
- Forty rows in you realize the company field is not visible in the current view
- You go back into settings, add the company field, start over
- By Thursday afternoon you have 200 rows and the meeting is tomorrow.
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 Smart Groups through the API, so you do not have to copy-paste from the dashboard or manage multi-step exports.
Open the SheetXAI sidebar and type:
List all Smart Groups in GoSquared and show them in the Groups tab of this workbook with group ID and name. Then export all members of the Smart Group named 'power users' into the Power Users tab — include email, name, company, and last seen date.
SheetXAI lists the Smart Groups, identifies the right group ID, fetches all 800 members, and writes them into the Power Users tab. The workbook is ready for CRM import before the hand-off meeting.
What You Get
A complete export of Smart Group members, structured for your sales team:
- Email column — the address GoSquared has on file
- Name column — display name where available
- Company column — the company property from the GoSquared People profile
- Last seen column — formatted as a readable date
800 rows, written in one operation. If the sales team wants the list sorted by last-seen date so they prioritize recently active users first, add that to the prompt.
What If the Data Is Not Quite Ready
Smart Group exports rarely land in exactly the shape your sales team needs.
When some members are missing company
Some GoSquared People profiles have never had a company property set.
Export all members of the GoSquared 'power users' Smart Group into the Power Users tab of this workbook. If a member has no company property, write 'Unknown' in the Company column. Include email, name, company, and last seen.
When you need members filtered further
Sales only wants users who have been seen in the last 14 days.
Export members of the GoSquared 'power users' Smart Group who have been seen in the last 14 days. Write email, name, company, and last seen into the Power Users tab of this workbook. Skip anyone with a last-seen date older than 14 days.
When you need to cross-reference with an existing CRM list
You have a column of emails in the workbook already. You want to flag which Smart Group members are already customers.
Export all members of the GoSquared 'power users' Smart Group into column A through D of the Power Users tab (email, name, company, last seen). Check each email against the existing customer list in the Customers tab column A. Mark anyone already in that list as 'Existing Customer' in column E, anyone not in the list as 'New Lead'.
When you need multiple Smart Groups merged and deduplicated
Sales wants the 'power users' group and the 'champions' group combined, with duplicates removed.
Export all members of the GoSquared Smart Groups named 'power users' and 'champions' into the Power Users tab of this workbook. Combine both lists, remove duplicate emails keeping the row with the more recent last-seen date, and add a Source column showing which group each person came from (or 'Both' if they appeared in both).
The pattern: ask for the group, the filter, and the cleanup in one prompt.
Try It
Get the 7-day free trial of SheetXAI and ask it to export any GoSquared Smart Group into an Excel workbook with whatever columns your team needs. The GoSquared integration is included in every SheetXAI plan. See also how to export GoSquared People CRM contacts into Excel or the GoSquared in Excel overview.