Export Your Leexi Team Roster Into a Excel workbook

The Scenario

The hiring conversation is happening next week and the VP wants to know exactly who's in the Leexi workspace, which team they're on, and what coverage looks like before headcount decisions get made. Someone pulled a roster three months ago. Four new reps joined since then and two people moved teams. The Excel file is wrong. Nobody knows exactly by how much.

You're the one fixing it before Monday.

The bad version:

• Open Leexi, navigate to Users, and start scrolling through team by team
• Copy each person's name and email manually — there's no one-click export for the user list
• Realize team assignments aren't visible in the main user view, so you have to click into each team separately to map who belongs where

Forty-five users. Six teams. The VP wants a coverage chart, and all you have is a stale Notion doc.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent that lives inside your Excel workbook. It reads your Leexi workspace, pulls every user with their team assignment, and writes the roster into your workbook in one pass.

Import all Leexi workspace users into this Excel workbook — one row per user with user ID in Column A, name in Column B, email in Column C, and team name in Column D

What You Get

• Column A: Leexi user ID
• Column B: full name
• Column C: email address
• Column D: team name as stored in Leexi
• Users with no team assignment show "Unassigned" in Column D
• All rows in one pass, ready for pivot or coverage chart

What If the Data Is Not Quite Ready

You only want users from specific teams

Internal ops users are in the workspace but not part of the headcount review.

Import all Leexi workspace users, filter to teams containing 'Sales' or 'SDR', and write user ID, name, email, and team into columns A–D

The workbook needs users sorted by team, then by name

The coverage chart groups by team. Pre-sorting the source data saves a step.

Import all Leexi workspace users, sort by team name then alphabetically by user name within each team, and write user ID, name, email, and team into columns A–D

You need to flag users who have no team assignment

Some contractors are in the workspace with no team — you want to catch them before the model runs.

Import all Leexi workspace users, write user ID, name, email, and team into columns A–D — for users with no team assigned, write 'UNASSIGNED' in Column D and highlight that row orange

Pull all users, filter to sales teams, sort by team and name, flag unassigned — one pass

Import all Leexi workspace users filtered to teams containing 'Sales' or 'SDR', sort by team then name, write user ID into Column A, name into Column B, email into Column C, team into Column D — flag 'UNASSIGNED' in Column D for any without a team and highlight those rows orange

The capacity model has its source data before you even open a second tab.

Try It

Get the 7-day free trial of SheetXAI and open the Excel workbook you're using for headcount planning, then ask it to pull your Leexi workspace roster. For bulk-creating meetings from a planned schedule, see Bulk Create Leexi Meeting Events From an Excel workbook, or return to the Leexi overview.