The Scenario
The cybersecurity company you work for just opened up a new segment: mid-market CISOs. Your manager wants a list of fifty of them — US-based, companies between 500 and 5,000 employees — ready for sequencing by Monday morning. It is Friday afternoon.
This isn't a one-time scrape. The segment strategy is new, which means you'll be refreshing this list every few weeks as prospects move through the funnel. However you build it this time is how you'll build it every time.
The bad version:
- Open LeadIQ, configure the people search filters, page through results, select contacts one by one, add them to a list.
- Export the list from LeadIQ to CSV.
- Open the CSV in Excel, copy the four columns you actually need, paste them into your outreach workbook, reformat the headers, delete the columns you don't need.
- Realize the export sorted differently than the UI preview and spend fifteen minutes reconciling whether all 50 results came through.
This process works once. The second time you run it, you'll do it the same way.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent built into your Excel workbook. It reads the worksheet, understands the context, and through its LeadIQ integration it can run a parameterized search and write the results directly into the workbook — no export, no reformatting.
Find all VP-level or higher contacts in the Financial Services industry at companies with more than 1000 employees using LeadIQ's flat people search and write results into my Excel sheet — one contact per row
What You Get
- Each result occupies one row starting at the first available row.
- Columns are populated with full name, company name, verified work email, and LinkedIn URL.
- The workbook is ready for the next step without any reformatting.
What If the Data Is Not Quite Ready
You want results from multiple title variations in one list
Search LeadIQ for contacts with the title CISO or Chief Information Security Officer or VP of Security at US companies with 500 to 5000 employees. Deduplicate by email, then write name, title, company, email, and LinkedIn URL into my sheet — up to 75 rows
The results include contacts already in your CRM, which you want to exclude
Search LeadIQ for CISOs at US companies with 500 to 5000 employees, pull up to 60 results, and write name, company, email, and LinkedIn URL into my worksheet starting at row 2. Then check each email against the existing emails in Sheet2 column A and mark any matches in column E as "already in CRM"
You need results filtered by multiple geography criteria
Search LeadIQ for VP+ Security contacts at US or Canadian companies with 500 to 2000 employees. Pull the top 50 results and write name, company, country, email, and LinkedIn URL into my worksheet starting at row 2
Pull the list, deduplicate, cross-check against existing contacts, and flag the cleanest targets
Search LeadIQ for CISO and VP of Security contacts at US companies with 500 to 5000 employees. Pull up to 80 results, deduplicate by email, cross-reference against Sheet2 column A to flag anyone already in the CRM, and write the remaining contacts into this worksheet with name, company, email, LinkedIn URL, and a "new" or "existing" label in column F
One prompt does the research and the triage in one shot, so the list you hand to the sequence tool is already clean.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel worksheet or your outreach template — then ask it to run a LeadIQ people search and write the results in. For the account-first version of this workflow, see populating a multi-contact target account list, or visit the LeadIQ overview for the full picture.