The Scenario
The hiring conversation is happening next week and the VP wants to know exactly who's in the Leexi workspace, which team they're on, and what coverage looks like before any new headcount decision gets made. Someone pulled a roster three months ago and it's been sitting in a Notion doc. You've had four new reps join since then and two people move between teams. The doc is wrong. Nobody knows by how much.
You're the person who gets to fix it before the VP opens her laptop on Monday.
The bad version:
- Open Leexi, navigate to the Users section, and start scrolling through team by team
- Copy each person's name and email manually — Leexi doesn't have a one-click export for this view
- Realize you need to cross-reference team assignments by clicking into each team separately, because the user list doesn't show team in a single view
Forty-five users across six teams. The data you need is in Leexi. Getting it into a sheet without clicking through everything is not obvious.
And the VP doesn't care about any of this. She cares about the capacity model you're supposed to be building with the data once you have it.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads your Leexi workspace, pulls every user with their team assignment, and writes the roster into your sheet in one pass.
List all users in our Leexi workspace and write each person's name into Column A, email into Column B, and team name into Column C of this sheet
What You Get
- Column A: full name of each workspace user
- Column B: email address
- Column C: team name as it appears in Leexi
- One row per user, alphabetical by last name if Leexi returns names in that order
- Users with no team assignment show "Unassigned" in Column C
What If the Data Is Not Quite Ready
You also need each user's Leexi user ID for a downstream API integration
The capacity model you're building needs to reference users by ID, not just name.
List all Leexi workspace users and write user ID into Column A, full name into Column B, email into Column C, and team name into Column D
You only want users from specific teams
The VP only cares about the outbound sales teams — not the internal ops users in the workspace.
List all Leexi workspace users, filter to only users whose team name contains 'Sales' or 'SDR', and write name, email, and team into columns A–C
The sheet needs users sorted by team, then alphabetically by name within each team
The coverage chart being built from this data groups by team. Sorting now saves a step later.
List all Leexi workspace users, sort them first by team name then alphabetically by user name within each team, and write name, email, and team into columns A–C
Pull all users, add user IDs, filter to active sales teams, sort by team — all at once
List all Leexi workspace users, filter to teams containing 'Sales' or 'SDR', write user ID into Column A, full name into Column B, email into Column C, team into Column D — sort by team name then alphabetically by name
One prompt. The capacity model has its source data.
Try It
Get the 7-day free trial of SheetXAI and open the Google Sheet you're using for headcount planning, then ask it to pull your current Leexi user roster. For bulk-creating meetings from a planned schedule, see Bulk Create Leexi Meeting Events From a Google Sheet, or return to the Leexi overview.