The Scenario
It is the end of October and your sales director is building the Q4 capacity plan. She needs to know how many Lemlist campaigns each rep is currently running — by name, by sending email address, by campaign. Your team has 15 reps and some have been quietly accumulating campaign assignments over the past quarter. You've heard that two reps are managing eight campaigns each while three others have none. Before the planning meeting, you need an Excel table showing every rep and what they own.
The bad version:
- Open Lemlist, go to team settings, look at the sender list.
- Click into each sender to see their campaigns.
- Open Excel, create a new table, type each rep's name and their campaigns manually.
- Realize you missed a campaign because it was archived last week but the rep is still listed as the sender.
You have 15 reps to document. This takes 45 minutes you do not have before the planning session.
The Easy Way: One Prompt in SheetXAI
SheetXAI connects to Lemlist and writes a sender-campaign table into your Excel workbook in one command — no UI clicking, no manual typing.
Fetch all Lemlist team members and their campaigns and build a workbook where each row is a sender-campaign pair — sender name in Column A, campaign name in Column B
What You Get
- One row per sender-campaign pair, covering all 15 reps.
- Column A: sender name. Column B: the campaign they are assigned to.
- All reps and all campaigns included — no one missed because they were on a different page.
- The workbook ready to sort by rep name or campaign count immediately.
What If the Data Is Not Quite Ready
You want one row per sender with all campaigns listed
List all Lemlist team senders and write each sender's name, email, and associated campaign names into columns A through C of this workbook
You want to add a campaign count column per rep
List all Lemlist team senders with their name in Column A and email in Column B — write each associated campaign name in a comma-separated list in Column C, and add the total campaign count per sender in Column D
You want to flag overloaded reps inline
Fetch all Lemlist team senders, write name, email, and campaign list into columns A through C — add a Column D that says "REVIEW" for any sender with more than 5 campaigns
Full capacity snapshot in one shot
List all Lemlist team senders and their associated campaigns — one row per sender-campaign pair with sender name in Column A, sender email in Column B, and campaign name in Column C — then add a summary section below listing each sender with their total campaign count, sorted descending, and flag senders with over 5 campaigns as "HIGH LOAD" in a Column D of the summary
Your director walks into the Q4 planning meeting with a table that shows load by rep, sorted by volume, with the overloaded senders already flagged.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook you use for team planning, then ask SheetXAI to pull a full sender-campaign breakdown from Lemlist. You might also want to export the open task queue by rep, or return to the hub overview.