The Scenario
You just joined a partnership team and you're trying to understand how the company's contacts are organized in Parma. Your manager mentioned there are groups, but nobody can tell you how many, what they're called, or how many people are in each one. You have a meeting with the head of partnerships in an hour and "I haven't looked yet" is not an answer.
The bad version:
- Open Parma, navigate to the Groups section, start clicking through each group to see how many members it has.
- Count the groups. Write down the names. Switch to a Excel workbook. Type the names. Go back to Parma to get the member counts. Type those too.
- Realize you've been doing this for 20 minutes and you still have six more groups to document.
You're supposed to be preparing for a strategic conversation about how to restructure the partnership segmentation. Instead you're transcribing group names.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It pulls the full list of Parma groups — names, IDs, and member counts — in one call and writes the result directly into the sheet.
Fetch all Parma groups into this Excel table and for each group also list the number of relationships assigned to it
What You Get
- Every Parma group written into the sheet: group name, group ID, and member count.
- Rows sorted by member count so the largest groups surface immediately.
- A clear picture of how contacts are currently segmented — ready to share in the meeting without any manual formatting.
What If the Data Is Not Quite Ready
You want to flag groups that are empty or very small
List all Parma groups into this sheet with group name, ID, and member count. Flag any group with zero members in column D and any group with fewer than five members in column E.
You need to see which groups overlap — contacts who appear in multiple groups
Pull all Parma groups and their member relationship IDs into this sheet. For each relationship ID that appears in more than one group, flag it in a separate worksheet called "Multi-Group Members" with the relationship ID and the list of group names it belongs to.
You want to sort groups into active versus inactive based on recent deal activity
Fetch all Parma groups into this sheet with name, ID, and member count. Then for each group, check if any member relationships have had a deal updated in the last 60 days — mark the group as "Active" or "Dormant" in column D.
Full segment audit: pull groups, flag size issues, identify overlap, write summary
List all Parma groups with name, ID, and member count. Flag empty groups in column D, groups under five members in column E. Export the member relationship IDs for each group and identify contacts in three or more groups, writing them into a "High Overlap" worksheet. Then write a one-paragraph segment summary in cell G1 suitable for sharing in a leadership meeting.
One prompt gives you the segmentation picture you'd otherwise spend 45 minutes building by hand.
Try It
Get the 7-day free trial of SheetXAI and open a Excel workbook before your next segmentation review, then ask it to pull all your Parma groups with member counts in one pass. For adding contacts to a group in bulk, see the article on bulk group assignment.