The Scenario
You are a benefits administrator at an 80-person company. Open enrollment closes in two weeks. Before you send the enrollment communication, you need to know who is enrolled in what, at what contribution level, so you can identify gaps and update the plan document.
The data is all in Gusto. Getting it into a usable spreadsheet format is not.
The slow version:
- Navigate to each benefit plan in Gusto individually
- Export each plan's enrollment data separately
- Open four separate CSVs (medical, dental, vision, life)
- Combine them manually by employee name
- Realize the employee name field is formatted differently across plans and spend an hour on VLOOKUP patches
- Open enrollment communication is overdue and you have not even started the gap analysis.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI pulls the benefits enrollment data from Gusto and writes it into the sheet in the combined format you need — one row per employee-benefit combination — without touching four separate exports.
Open the SheetXAI sidebar and type:
Export all employee benefit enrollments from Gusto to this sheet — employee name, benefit type, employee contribution, company contribution, and enrollment status. One row per employee-benefit combination. Sort by benefit type, then by employee last name.
SheetXAI calls Gusto, pulls the enrollment records across all benefit plans, and writes them into the sheet in one pass.
What You Get
A combined enrollment sheet ready for gap analysis:
- Employee name — consistent across all benefit types, no formatting mismatch
- Benefit type — Medical, Dental, Vision, or whatever plans your company offers
- Employee contribution — monthly employee share
- Company contribution — monthly employer contribution
- Enrollment status — active, waived, or pending
One row per employee-benefit combination. If an employee is enrolled in three plans, they appear in three rows. If they waived dental, that row shows "waived."
From here, a pivot table gives you enrollment counts per plan. A filter shows you who waived. A conditional format flags any employees with zero company contribution where one was expected.
What If the Data Is Not Quite Ready
Benefits enrollment data has edge cases. SheetXAI handles them inline.
When you need to flag employees not enrolled in any plan
Some employees waived all coverage. You need to know who they are before enrollment closes.
Export all employee benefit enrollments from Gusto to this sheet with employee name, benefit type, and enrollment status. Then identify any employee who has "waived" or is absent from all plan types and write their names into a separate "No Coverage" section at the bottom of the sheet.
When you need per-plan enrollment counts for the broker report
Your insurance broker wants a summary: how many employees enrolled in each plan tier, and the total monthly premium.
Pull all Gusto benefit enrollments and group by benefit type and coverage tier. For each group, show employee count and total monthly employee contribution and total monthly company contribution. Write the summary to this sheet, one row per benefit-tier combination.
When contribution amounts need to be verified against the plan document
You have the expected contribution amounts in column B of the Plan tab. You want to flag any enrollment where the actual contribution does not match.
Export all Gusto benefit enrollments to the Enrollments tab — employee name, benefit type, employee contribution, and company contribution. Then cross-reference the employee contribution against the expected amounts in the Plan tab column B by benefit type. Write "MATCH" or "MISMATCH" into a Status column next to each row.
When you need a combined view of enrollment and compensation for actuarial analysis
Your benefits consultant wants to know the relationship between salary band and plan selection for the renewal negotiation.
Pull all active Gusto employees with their salary or hourly rate into this sheet. Then pull their current benefit enrollments and join the two: employee name, compensation, benefit type, employee contribution, and company contribution. One row per employee-benefit combination. Sort by compensation descending.
The pattern: instead of building the combined view manually from multiple exports, you describe the analysis you need and SheetXAI assembles the data for it.
Try It
Get the 7-day free trial of SheetXAI and open a blank sheet, then ask it to export your Gusto benefits enrollment data. The Gusto integration is included in every SheetXAI plan. For related workflows, see how to export the employee roster for compensation review or the Gusto in Google Sheets overview.