The Scenario
A growth campaign just ended. Your segmentation model assigned 600 contacts to one of three tiers — "enterprise", "smb", or "churned" — based on behavior data processed outside Intercom. The results are in an Excel workbook: column A is email, column B is the tag to apply. Now someone needs to get those tags into Intercom.
The workbook has been sitting in the shared drive for two days. Nobody wants to do 600 manual tag operations.
The bad version:
- Open Intercom, search for the first contact email, open the contact record, click "Add tag", type the tag name, save.
- Realize the "churned" tag does not exist in the workspace yet — go to tag settings, create it, come back.
- Return to the workbook. You are on row 3. There are 597 rows left.
This is not a workflow. This is punishment.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the email-to-tag mapping and applies each tag to the matching Intercom contact — creating tags that do not exist yet, and logging the outcome per row.
For every row in this workbook, find the Intercom contact by email in column A and add the tag in column B — create the tag first if it does not already exist in the workspace, then write "tagged", "tag_created_and_tagged", or "contact_not_found" into column C.
What You Get
- Each contact found by email and the specified tag applied.
- Tags that do not exist in the workspace created automatically before being applied.
- One of three status values written to column C per row.
- Rows processed in sequence — you can watch column C fill in as the operation runs.
What If the Data Is Not Quite Ready
Some emails in column A have trailing spaces or inconsistent casing
The workbook came from a form export and the email formatting is messy.
Before tagging, normalize column A by trimming whitespace and lowercasing each email — then apply the Intercom tag from column B to the matching contact and write the result to column C.
A contact needs multiple tags from different rows
The same email appears three times in the workbook with different tags each time.
For every row in this workbook, find the Intercom contact by email in column A and add the tag in column B — if the same email appears more than once, apply all its tags rather than skipping duplicates — write the status to column C.
You want to remove old tags before applying new ones
Contacts were previously tagged under an old segmentation model and the old tags need to come off first.
For each contact in this workbook (email in column A, new tag in column B), first remove any existing segment tags ("legacy-enterprise", "legacy-smb", "legacy-churned"), then apply the new tag from column B — write the outcome to column C.
Clean the emails, apply tags, and generate a summary of tag counts in one pass
You want the full operation plus a breakdown of how many contacts landed in each segment.
Trim and lowercase column A, apply each tag from column B to the matching Intercom contact, write the status to column C, then add a summary section below the data showing how many contacts were tagged for each unique tag value.
The pattern is to handle the normalization and the action together rather than running them in separate steps.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with an email-to-tag mapping — ask it to apply the tags to Intercom in one shot. For what to do once the contacts are segmented, see the spoke on exporting filtered contacts by segment and the Intercom hub overview.