The Scenario
You run marketing operations. A re-engagement campaign is going out in four days targeting inactive Pro-plan users — contacts who have not logged in for 60 days and are showing churn signals. Your lifecycle team needs the list in an Excel workbook by end of day today so they can start personalizing copy.
Intercom has all the data. Getting it out is the problem.
The bad version:
- Go to Intercom's contact filters, build a segment for Pro plan plus last-seen more than 60 days ago, export to CSV.
- Open the CSV in Excel, discover it has 34 columns when you need 6, and the "tags" field is a JSON-encoded array.
- Spend 40 minutes trimming columns, parsing tags, removing internal test accounts that somehow made it into the segment.
- Find out the segment filter you built in Intercom did not actually capture the "at_risk" tag because of how Intercom ANDs vs. ORs tag conditions.
The campaign timeline does not absorb a day of troubleshooting.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It talks to Intercom directly and writes the filtered, cleaned data into the columns you name.
Search Intercom for all contacts where plan equals "Pro" and last_seen is more than 60 days ago, then write their email, name, last seen date, and tags to this workbook starting at row 2.
What You Get
- Every matching contact written to the workbook, one row per contact.
- Email in column A, name in column B, last seen date in column C, tags in column D — formatted as readable text, not JSON.
- Contacts paginated automatically — if there are 2,000 matches, all 2,000 rows land in the workbook.
- Test accounts or internal emails can be excluded by adding a filter to your prompt.
What If the Data Is Not Quite Ready
The segment requires multiple conditions that are hard to combine
You need Pro plan AND last seen more than 60 days AND tagged "at_risk" — all three conditions.
Search Intercom for contacts where plan equals "Pro", last_seen is more than 60 days ago, and the contact has the tag "at_risk" — write email, name, company, last seen date, and all tags to this workbook starting at row 2.
You want to exclude contacts who already received a campaign email this quarter
Your "already contacted" list is in a second worksheet called "Sent Q2".
Pull all Pro-plan Intercom contacts last seen more than 60 days ago and tagged "at_risk", then exclude any email that appears in the "Sent Q2" worksheet column A — write the remaining contacts to the "Target List" worksheet with columns for email, name, company, and last seen date.
The contact data needs to be enriched with segment membership
You also want to know which Intercom segment each contact belongs to for personalization logic.
Export all at-risk Pro contacts (plan = Pro, last_seen more than 60 days, tag = at_risk) from Intercom — include email, name, company, last seen date, tags, and segment names — write to this workbook starting at row 2.
Run the full filter, deduplication, and exclusion in one prompt
You want a clean, deduplicated target list with all attributes in a single pass.
Search Intercom for Pro-plan contacts tagged "at_risk" with last_seen more than 60 days ago, exclude any email in the "Sent Q2" worksheet, deduplicate by email, and write the results to a worksheet called "Re-engagement Targets" with columns for email, name, company, last seen date, and tags.
One prompt — filter, exclusion, and deduplication done together.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook where you are building a campaign audience — ask it to pull the filtered Intercom contacts directly into the workbook. For what to do with the list after you have it, see the spoke on bulk-tagging contacts and the Intercom hub overview.