The Scenario
It's the last Wednesday of the quarter and you've just been asked by your marketing director to put together an inventory of every active Sidetracker list — IDs, names, member counts, created dates — by end of day. You open Sidetracker and realize there are 14 lists across six campaigns, none of which you set up, and the person who did set them up left three months ago.
The bad version:
- Click into each list one at a time, copy the ID and name manually, paste them into your workbook, refresh to get the current member count, repeat for all 14.
- Realize halfway through that the column order in your workbook doesn't match what you're copying, and stop to fix it.
- Finish the inventory only to discover the director also wants the created date — which you didn't capture — so you start over.
This person is supposed to be doing analysis, not data entry. The director needs the inventory in two hours. Doing this by hand isn't an option that fits that window.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads what's on your screen, connects to Sidetracker through its built-in integration, and writes results back to your workbook — no export, no tab-switching, no manual copy.
Fetch all my Sidetracker lists and write each list's ID, name, member count, and created date into my Excel 'Lists Overview' table. Sort the rows by created date descending.
What You Get
- Your 'Lists Overview' table populated with a row per Sidetracker list.
- Column A: list ID. Column B: list name. Column C: member count (as of the moment the prompt ran). Column D: created date in YYYY-MM-DD format.
- Rows sorted newest-first so the most recently created lists appear at the top.
- If any list returns an API error, that row is written with the ID and an error note in column B rather than silently skipped.
What If the Data Is Not Quite Ready
The list names in Sidetracker don't match the campaign names in my planning worksheet
Fetch all my Sidetracker lists into the 'Lists Audit' worksheet, then look up each list name against column B of my 'Campaign Plan' sheet. Write the matched campaign name into column E of the audit output, and leave column E blank where no match is found.
I only want lists with more than 50 members
Fetch all my Sidetracker lists, filter to only those with a member count above 50, and write the ID, name, and member count into the 'Active Lists Only' worksheet. Add a note in cell A1 showing how many lists were filtered out.
I need to join the list inventory against a second worksheet that has the campaign owner's name
Fetch all Sidetracker lists into the 'Lists Audit' worksheet. Then for each list ID, look it up in column A of my 'Campaign Ownership' sheet and copy the owner name from column C into column E of the audit output.
I need a full cleanup-and-inventory in one shot
Fetch all Sidetracker lists. Remove any duplicate list IDs. Standardize the list names to title case. Write the cleaned ID, standardized name, member count, and created date into the 'Q3 Audit' worksheet. At the bottom, add a summary row with the total member count across all lists.
One prompt, one pass: cleanup logic, API call, and structured writeback all in the same instruction.
Try It
Open any Excel workbook — even a blank one — and get the 7-day free trial of SheetXAI. Ask it to pull your Sidetracker lists into an audit worksheet, and your full inventory lands in the workbook in the time it would have taken you to open the third list manually. See also: enriching list IDs with full details and the Sidetracker hub overview.