The Scenario
You run lifecycle marketing. A re-engagement series is launching next week targeting at-risk customers: Pro-plan users who have not logged in for 30 days and carry the "at_risk" tag. Your email platform needs the list. The list lives in Intercom.
Normally you would hand this to your data analyst, who would write a query, run it against Intercom's API, and email you a CSV. Your analyst is on parental leave. You need the list today.
The bad version:
- Build a segment in Intercom's UI using the filter builder — plan equals Pro, last_seen more than 30 days ago.
- Export the segment to CSV. Open it in Excel.
- Realize the "tags" filter is not applied — Intercom's segment builder does not support tag AND attribute filters in the same export.
- Try a different approach: filter by tag first, export, filter by plan in Excel, filter by last_seen in another column.
- End up with a workbook that has the right contacts but took 45 minutes of trial and error to assemble.
The campaign briefing is in two hours and the list is supposed to be ready.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It searches Intercom using the conditions you specify and writes the matching contacts directly into the workbook.
Search Intercom for all contacts where plan equals "Pro" and last_seen is more than 30 days ago, then write their email, name, last seen date, and tags to this workbook.
What You Get
- Every contact matching all conditions written to the workbook, one row per contact.
- Email, name, last seen date, and tags in separate columns — tags as readable text, not JSON.
- All pages of results returned automatically if the segment is large.
- Contacts written starting at row 2, leaving row 1 for the headers you have set.
What If the Data Is Not Quite Ready
You also need to apply the "at_risk" tag filter in addition to plan and last_seen
The full audience requires all three conditions to be true simultaneously.
Search Intercom for contacts where plan equals "Pro", last_seen is more than 30 days ago, and the contact has the tag "at_risk" — write email, name, company, last seen date, and all tags to this workbook.
Some results include internal test accounts that should be excluded
Emails ending in "@yourcompany.com" or "@test.com" should not appear in the campaign list.
Search Intercom for Pro-plan contacts tagged "at_risk" with last_seen more than 30 days ago — exclude any email ending in "@yourcompany.com" or "@test.com" — write email, name, company, and last seen date to this workbook.
The campaign platform needs a "days inactive" column for personalization
Personalized copy references how long it has been since the contact was last active.
Search Intercom for at-risk Pro contacts (plan = Pro, last_seen more than 30 days ago, tag = at_risk) — write email, name, company, last seen date, and compute days since last_seen as of today into a "Days Inactive" column.
Full filter, exclusions, days-inactive calculation, and deduplication in one pass
You want the finished campaign list with no cleanup needed afterward.
Search Intercom for Pro-plan contacts tagged "at_risk" last seen more than 30 days ago, exclude internal company emails, deduplicate by email, compute days since last_seen, and write email, name, company, last seen date, days inactive, and tags to a worksheet called "Re-Engagement List".
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where you are building the campaign audience — ask it to search Intercom and write the filtered contact list directly so it is ready before the briefing. For applying tags to the results list, see the bulk-tag-contacts spoke and the Intercom hub overview.