The Scenario
You are a CRM analyst. The quarterly segmentation review is next Tuesday. The team needs to see all 25 Spoki contact lists — names, IDs, and how many contacts are in each — before they can agree on what to consolidate or archive.
The lists are in Spoki. The workbook is empty. The meeting is at 2 PM Tuesday and the file needs to be in the SharePoint folder by 9 AM.
The bad version:
- Log into Spoki
- Click through each contact list to read the count
- Copy list name, ID, and count into Excel one by one
- Do this 25 times
- Sort by contact count manually
- Realize list 14 might be empty or might just be loading slowly
- Check it again
- Spend 90 minutes on something that should take two minutes.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads Spoki's contact lists and writes everything into the workbook, sorted largest-first.
Open the SheetXAI sidebar and type:
Fetch all Spoki lists and write their names and IDs into this workbook — then for each list ID write the total number of contacts in column C. Sort by contact count descending.
SheetXAI calls Spoki, writes all 25 lists, and sorts them largest-first. You have the segmentation audit input before the meeting.
What You Get
A complete contact list directory in the workbook:
- Column A — list name
- Column B — list ID
- Column C — contact count, sorted descending
Sorted by count is what surfaces the candidates for archival. The near-empty lists land at the bottom. The team sees immediately which ones matter and which ones to retire.
What If the Data Is Not Quite Ready
When the team wants to flag lists below a size threshold
List all Spoki contact lists and write list_id, list_name, and contact_count into columns A through C sorted descending. Flag any list with fewer than 50 contacts with "REVIEW FOR ARCHIVAL" in column D.
When you need a total contacts summary at the bottom
List all Spoki contact lists and write list_name and contact_count into columns A and B. Add a SUM row at the bottom of column B. Also write the number of lists with zero contacts into cell D1.
When the team wants to spot near-duplicate list names
List all Spoki contact lists and write list_id, list_name, and contact_count into columns A through C. In column D, flag any list_name that shares its first three words with another list_name as "POSSIBLE DUPLICATE."
When you need to pair the directory with recent campaign activity per list
List all Spoki contact lists and write list_id, list_name, and contact_count into columns A through C. Then list all campaigns from the last 90 days and match each to its list_id — write "YES" in column D for lists that had a recent send and flag lists with no recent campaign as "INACTIVE" in column D.
The pattern: pull the directory, layer on the analysis, all in one prompt.
Try It
Get the 7-day free trial of SheetXAI and ask it to export your Spoki contact list directory into any open workbook. The Spoki integration is included in every plan. For related workflows, see how to add contacts to a Spoki list from a workbook or the Spoki in Excel overview.