The Scenario
There is a pricing change coming next month. Before it goes live, the VP of Customer Success wants a complete picture of how accounts are distributed across Plain's support tiers. How many customers are in Platinum? In Gold? In Silver? Are there accounts in a deprecated group that nobody cleaned up?
You are the support operations lead. The ask landed in your inbox an hour ago. The data is in Plain. The answer needs to be in a spreadsheet by end of day.
The bad version:
- Open Plain's customer group settings, click into the first group, scroll through the member list, count manually or try to select all and copy.
- Switch to your sheet, paste the count, go back to Plain, open the next group.
- Discover halfway through that one group called Legacy Enterprise still has 12 members from two years ago and you have no idea who owns it.
There are more groups than you realized and counting through each one's membership list by hand is the kind of task that produces wrong numbers and kills the afternoon.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It connects to Plain through its built-in integration, lists every customer group with its metadata, and writes the results into your sheet — including member counts that would otherwise require clicking into each group individually.
List all customer groups from Plain and write each group's ID, key, display name, and color to the Groups sheet
What You Get
- Each Plain customer group on its own row
- Group ID, key (the programmatic identifier), display name, and color label
- Any group that returns metadata but no member count shows the available fields with a note
What If the Data Is Not Quite Ready
You also need the member count per group
Fetch all Plain customer groups and write them to this sheet — include group ID (A), key (B), and display name (C), then for each group count how many customers are assigned and write that count to column D
You want to flag groups with zero members
List all Plain customer groups with ID (A), key (B), display name (C), and member count (D) — in column E write empty for any group where the member count in D is zero
You want to match group keys against a reference list already in your sheet
Fetch all Plain customer groups and write ID (A), key (B), display name (C), and member count (D) — then in column E, for each group key in column B, check if it appears in the reference list in column G and write matched or unmatched
Pull all groups, flag deprecated ones based on naming convention, count members, and summarize total accounts under active groups
Fetch all Plain customer groups, write ID (A), key (B), display name (C), and member count (D) — in column E write deprecated for any group whose key contains the word legacy or archive, then in cell F1 write the sum of member counts for all non-deprecated groups
The last prompt answers the question and the audit at the same time.
Try It
Get the 7-day free trial of SheetXAI and open a Google Sheet, then ask it to pull your Plain customer group inventory before your next pricing or tier review. You can also bulk-assign customers to groups after the audit or bulk-remove accounts from deprecated groups in the same session.