The Scenario
You inherited the Tomba account when the previous RevOps person left in February. There are dozens of lead lists in there — names like "Q1 2024 Outreach", "Trade Show March", "David's List", "FINAL_v2", "DO NOT DELETE". Nobody documented what any of them contain or when they were last used.
Your VP asked for a clean audit before the Q3 campaign planning session. That session is in four days.
The bad version:
- Click into Tomba, open the lead lists section, start reading list names one by one.
- Open an Excel workbook manually, type in the names as you find them, try to remember to also copy the creation dates.
- Come back two hours later and realize you didn't record the list IDs, which you'll need to actually rename or delete anything.
- Start over from Tomba, this time with a better column structure, and wonder what you missed the first time.
You don't have two hours to spend manually cataloging a list of lists.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It calls Tomba's API, retrieves all your lead lists, and writes the full inventory into the workbook — IDs, names, creation dates, everything you need for the audit.
Here's the prompt to use:
List all my Tomba lead lists and write each list's ID, name, and creation date into my Excel sheet, one row per list. Start at row 2 and add headers in row 1.
What You Get
After running this prompt:
- Row 1 has headers: List ID, Name, Created.
- Every Tomba lead list appears as a row, including lists created years ago.
- The ID column gives you what you need to programmatically rename or delete lists in a follow-up prompt.
- Sort by Created to immediately see which lists are oldest — usually the ones that need cleanup most.
What If the Data Is Not Quite Ready
You want to flag lists that haven't been touched since last year
You don't know which lists are stale just from looking at the names.
List all my Tomba lead lists and write ID, name, and creation date into my Excel sheet. Add a column called "Status" and write "stale" for any list created before 2025-01-01 and "active" for all others.
You want to rename a batch of lists based on a mapping in the workbook
Columns A and B already have old names and new names respectively.
Read the old and new list names from columns A and B of my Excel sheet and rename each matching Tomba lead list accordingly. Write "renamed" or "not found" into column C for each row.
You want to see the lead count for each list
The name and creation date tell you what it's called and when it was made — but not how many leads are actually in it.
List all my Tomba lead lists and write each list's ID, name, creation date, and lead count into my Excel sheet, one row per list.
Full pipeline: export all lists, flag stale ones, pull lead counts, and draft new names in one shot
List all my Tomba lead lists with ID, name, creation date, and lead count. Write the results into my Excel sheet starting at row 2. Flag any list created before 2025-01-01 as "stale" in column E. For stale lists with fewer than 10 leads, suggest a new standardized name based on the creation date in column F (format: "Archive YYYY-MM").
One prompt gives you the full inventory and a renaming plan.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook, then ask it to pull a complete inventory of your Tomba lead lists so you can audit, rename, and clean up before your next campaign cycle. For a related workflow, see exporting all Tomba leads, or the full Tomba integration overview.