The Scenario
A finance analyst is building a labor cost model for the next quarter. She needs every Wrike team member's name, job role, and hourly billing rate in an Excel workbook so she can multiply by booked hours from a separate allocation export. Wrike stores this data in the Contacts section. She's never used Wrike before and doesn't have time to learn where the Contacts export lives.
The bad version:
- Log into Wrike. Find the Contacts section in the left nav. Realize it shows team members but no hourly rate information by default — rates live in a separate "Job Roles" or "Resource Management" configuration.
- Try to export the contact list. The CSV has names and emails but not rates.
- Ask the Wrike administrator where hourly rates are configured. The admin is in a meeting.
- Look up the Wrike documentation. Find the answer 15 minutes later. Navigate to the right section. Manually note each person's rate in a separate text file. Paste it into the workbook. Match it to the names from the contact export by hand.
The labor model can't be built until the rate data is in the workbook. The rates are in Wrike. There are 25 people. This should not take an afternoon.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It queries Wrike's contact and resource API and writes the rate and role information into your worksheet without you navigating through Wrike's admin panels.
Get all Wrike contacts and their hourly billing rates and populate this Excel sheet with: Name, Email, Job Role, Hourly Rate — sorted alphabetically by name
What You Get
- One row per Wrike team member with name, job role, and hourly billing rate populated.
- Data sorted alphabetically by name so it matches the format your VLOOKUP expects.
- Contacts with no rate configured listed with a blank rate cell rather than an error.
- The table ready for the multiplication model without further cleanup.
What If the Data Is Not Quite Ready
You need emails included for cross-referencing with another system
Get all Wrike contacts and their hourly billing rates and populate this sheet with: Name, Email, Job Role, Hourly Rate — sorted alphabetically by name
You want to filter to specific job roles
Fetch all Wrike contacts where the job role is "Designer" or "Developer" and write their name, job role, and hourly rate into this sheet
You need to join rates with booked hours from another worksheet
Get all Wrike contacts with their hourly rates and write them into this sheet — then in column E, look up each person's total booked days from the "Allocations" worksheet (matched by name in column A) and multiply by the hourly rate and 8 hours per day to calculate estimated labor cost, and write the result into column F
Full labor model in one shot
Fetch all Wrike contacts with job roles and hourly rates, join with booked hours per person from the "Capacity" worksheet, calculate total estimated labor cost per person (hourly rate x hours), and write a summary table with: Name, Job Role, Hourly Rate, Total Booked Hours, Estimated Labor Cost — sorted by estimated cost descending
One prompt builds the combined rate-and-capacity labor model.
Try It
Get the 7-day free trial of SheetXAI and open the workbook where your labor model lives, then ask it to pull Wrike team member rates and join them with your allocation data. See also running an eDiscovery search to a workbook or the Wrike hub.