The Scenario
The VP of Customer Success is presenting to the executive team next week. She wants a one-pager showing every onboarding call the CS team ran last month — each call's date, participants, and the top three AI-generated topic chapters — formatted as a single Google Sheet she can share as a link. She's asked you to put it together. She needs it by Friday.
You know Leexi has all of this. You also know that Leexi doesn't have a "generate a one-pager export filtered by team and date" button.
The bad version:
- Open Leexi, filter to the CS Onboarding team, scroll through last month's calls one by one
- For each call, click in, find the AI topic chapters, note the top three, copy the date and participant list
- Open the sheet, paste everything in, reformat the participant list so it fits in a cell, repeat for all 15 calls
By call 8 you've lost track of whether you got the right topic chapters or grabbed the wrong call's data. Formatting participant lists into readable single-cell values takes twice as long as pulling the data.
Nobody hired you to be a data transfer mechanism. They hired you to synthesize and present.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads your Leexi workspace, filters to the calls and team you specify, extracts the AI topic chapters, and compiles everything into a single structured sheet in one pass.
Fetch all Leexi calls from the past month that involve participants from my 'CS Onboarding' team, extract the call date, participants, and top topic chapters for each, and produce a single consolidated summary sheet with one row per call
What You Get
- One row per call, in chronological order
- Column A: call date
- Column B: participant names as a comma-separated list
- Column C: top three AI topic chapters as a comma-separated list
- Any calls with no AI topics yet show "TOPICS PENDING" in Column C
- The sheet is ready to share as a link — no further formatting required
What If the Data Is Not Quite Ready
You need more than three topic chapters per call
The VP wants the full topic chapter list, not just the top three, so she can see the full arc of each onboarding conversation.
Fetch all Leexi calls from the past month for the 'CS Onboarding' team, extract all AI topic chapters for each call, and write call date into Column A, participants into Column B, and all topic chapters as a comma-separated list into Column C
The sheet needs calls sorted by participant count (most participants first)
The executive presentation highlights calls with the most stakeholder involvement. Sorting by participant count makes those calls surface first.
Fetch all CS Onboarding team calls from the past month, sort results by participant count descending, and write call date into Column A, participants into Column B, participant count into Column C, and top three topic chapters into Column D
You want to filter to only calls that lasted 30 minutes or longer
Short onboarding check-ins below 30 minutes don't have enough substance to include in the report.
Fetch all Leexi calls from the past month for the 'CS Onboarding' team, filter to calls 30 minutes or longer, and write call date, participants, duration, and top three topic chapters into columns A–D
Pull all CS onboarding calls, filter by duration, sort by date, extract all topics, and flag pending — one shot
Fetch all Leexi calls from the past month for the 'CS Onboarding' team that lasted 30 minutes or more, sort by date ascending, write call date into Column A, participants into Column B, duration in minutes into Column C, and all AI topic chapters as a comma-separated list into Column D — write 'TOPICS PENDING' in Column D if chapters aren't available yet
One prompt. The VP has her shareable one-pager on Friday.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet, then ask it to compile last month's Leexi team calls into a consolidated report. For pulling full call transcripts, see Bulk Fetch Leexi Transcripts Into a Google Sheet, or return to the Leexi overview.