The Scenario
Your sales manager sends you a message at 8:45 AM Tuesday: she needs a coaching spreadsheet ready for the 10 AM team call. Fifty-three discovery calls happened in Q1. She wants each one as a row — call date, rep name, duration, and the Leexi AI summary — so she can scan it on a second screen while talking to reps.
The bad version:
- Open Leexi, navigate to the Q1 date range, and start scrolling through the call log one entry at a time
- Click into each call to copy the AI summary, then switch tabs to paste it into the right row before you lose your place
- Realize at call 30 that the rep name column doesn't match the sheet's expected format and start reformatting retroactively
You're ninety minutes in, it's 9:58 AM, and the sheet has 38 rows. The report going into the coaching session is incomplete, and your manager is about to open it.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It connects to Leexi, reads the call log for any date range you specify, and writes the results directly into your sheet — no tab-switching, no manual copying.
List all Leexi calls from Q1 (January 1 through March 31) and write the call date into Column A, the rep name into Column B, the duration in minutes into Column C, and the AI summary into Column D of the 'Call Log' sheet
What You Get
- Column A: call date in ISO format (e.g., 2026-01-14)
- Column B: rep name as recorded in Leexi
- Column C: call duration in minutes as a number
- Column D: the full Leexi AI summary paragraph for each call
- One row per call, in chronological order, starting at row 2 (row 1 left for headers)
- Any calls where the AI summary is not yet generated are written with a "pending" marker in Column D
What If the Data Is Not Quite Ready
The rep names don't match your sheet's existing rep list
Your sheet already has a 'Reps' tab with a canonical name list and different formatting than what Leexi stores. You need the names normalized before the summary writes in.
List all Leexi calls from Q1, write the call date into Column A and duration into Column C, then look up each rep name against the 'Reps' tab Column A and write the matched canonical name into Column B — if no match, write the raw Leexi name with an asterisk
You only want calls longer than 15 minutes
Short calls below a threshold aren't worth including in the coaching review — they're usually reschedules or no-shows.
List all Leexi calls from Q1, filter to only calls where duration is 15 minutes or more, and write call date, rep name, duration, and AI summary into columns A–D of the 'Call Log' sheet
The sheet needs summaries capped at 200 characters
The coaching sheet gets printed as a PDF and long summary cells overflow. You need each summary truncated with an ellipsis.
List all Leexi calls from Q1, write date, rep name, and duration into columns A–C, then write the AI summary into Column D truncated to 200 characters with '...' if it's longer
Pull the call log, clean rep name formatting, filter by duration, and flag calls with no summary — all in one pass
List all Leexi calls from Q1, filter to calls 15 minutes or longer, normalize rep names to title case, write date into Column A, normalized name into Column B, duration into Column C, AI summary into Column D — and if a call has no AI summary yet, write 'PENDING REVIEW' in Column D and highlight that row yellow
The pattern: one prompt handles the filter, the normalization, and the flagging together so you're not running three separate passes.
Try It
Get the 7-day free trial of SheetXAI and open the Google Sheet you use for coaching prep, then ask it to pull your most recent quarter of Leexi calls directly into the log. For call-by-call transcript work, see the transcript bulk-fetch spoke, or return to the Leexi overview for the full picture.