The Scenario
It's Tuesday afternoon and your CRM manager pings you: the RevOps team needs a single spreadsheet showing which users overlap between the "High-Value Free," "Churned 30d," and "Power Users" segments before the quarterly targeting review at 9 AM tomorrow. Each segment needs to be its own labeled column, or a Segment column with values, so they can filter and pivot. None of this data is currently in a sheet.
The bad version:
- Log into Customer.io, open each segment, export the member list as a CSV — three separate exports.
- Open three CSV files in Excel, copy the data into a master sheet, add a Segment column manually, paste each set of rows, fix the column alignment because Customer.io's export headers aren't identical across segments.
- Spend another twenty minutes deduplicating and filtering users who appear in more than one segment.
The meeting is at 9 AM. The RevOps lead needs time to review it tonight.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads your sheet and, through its Customer.io integration, can pull segment membership data programmatically — without you logging into the UI, clicking export, or merging CSVs.
Export all members from the Customer.io segments named in column A of my sheet and write each person's email, segment name, and any available attributes into new rows starting in column C
What You Get
- Each segment listed in column A is fetched and its members written into new rows with email, segment name, and available profile attributes.
- Users who appear in multiple segments get one row per segment membership — so you can filter by segment name or pivot on it.
- Column D gets the segment name as a label for each row, making the RevOps filter request trivial.
- The operation runs once and produces the complete combined list, not three separate outputs.
What If the Data Is Not Quite Ready
The segment names in column A have slight inconsistencies — trailing spaces, wrong capitalization
Pull Customer.io segment membership for each name in column A, trimming whitespace and ignoring case when matching segment names, and write results to columns B through D
I need only users who appear in two or more segments
Export membership from the three Customer.io segments listed in column A, write all results to a new tab called "Overlap Analysis," and then in column E mark "Multi-Segment" for any email address that appears more than once
I want to include the user's plan_tier and signup date alongside the segment data
Fetch all members from the Customer.io segments in column A and write each person's email, segment name, plan_tier attribute, and created_at timestamp into new rows — include a header row at the top of the output range
Pull segments, deduplicate, score by segment count, and format for a presentation deck in one shot
Export membership from all segments in column A, deduplicate by email keeping all their segment memberships in a comma-separated list in one column, add a "Segment Count" column, sort descending by count, and format the header row bold
Doing the deduplication and the export in the same prompt means you go straight to the version the RevOps team actually needs.
Try It
Get the 7-day free trial of SheetXAI and open the sheet where you track your Customer.io segment names, then ask it to pull the full membership and format it however the team needs. You can also look at bulk-upserting user profiles or the full Customer.io overview.