The Scenario
It is Sunday night and you are a sales team lead prepping for Monday's standup. You have five reps, and you know from last week that task backlogs were creating coverage gaps — one rep had 18 open LinkedIn visit tasks while another had two. You need a single Excel workbook showing all 40-something open Lemlist tasks, who they're assigned to, what type they are, when they're due, and which campaign they're linked to, so you can rebalance before 9 AM.
The bad version:
- Log into Lemlist, navigate to the task queue, filter by rep one.
- Screenshot the first page of results (the queue only shows 10 at a time).
- Repeat for each rep, switching filters five times.
- Open Excel, manually type what you captured from the screenshots.
- Realize you missed tasks assigned to a sixth contractor account that was not in your filter.
It is 11 PM. This is not the work you are supposed to be doing right now.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads your Excel workbook and pulls Lemlist task data directly, so you can get the full open-task list across every rep in one command — no filter-switching, no screenshots, no manual transcription.
List every open Lemlist task assigned to the reps in my team and populate this Excel table with task description, assigned user, and campaign, sorted by due date ascending
What You Get
- One row per open task, covering all reps and all task types.
- Task description in Column A, assigned user in Column B, campaign name in Column C, due date in Column D.
- Every pending task included — not just the first page.
- The workbook sorted by due date ascending so overdue items surface first.
What If the Data Is Not Quite Ready
You want all task fields including task type
Fetch all pending Lemlist tasks and write the task type, assignee, due date, and linked campaign name into columns A through D of this workbook
You only care about tasks due this week
List every open Lemlist task due between today and this Friday, writing task type, assignee, due date, and campaign name into columns A through D
You want a summary count per rep added below the detail rows
Fetch all pending Lemlist tasks, write task type, assignee, due date, and campaign name into columns A through D, then add a summary section below the data showing each rep's name and total open task count
Full workload report in one shot
Pull all open Lemlist tasks across all reps — write task description, assignee, due date, campaign name, and task type into columns A through E, sort by assignee then due date ascending, and add a row at the bottom for each rep showing their total open count — flag any rep with more than 15 open tasks by writing "OVERLOADED" in Column F next to their summary row
One prompt, a full workload view, imbalances flagged before standup.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook you use for weekly team planning, then ask SheetXAI to pull all open Lemlist tasks and show you the workload by rep. You might also want to see how to export campaign activity logs, or return to the hub overview.