The Scenario
The annual security review starts Tuesday. You are a systems administrator and the auditors need a roster of every Attio workspace member — name, email, access level — in an Excel workbook before the session begins. The IT security team does not have Attio access. The file needs to be in the shared drive by Monday.
You open Attio settings. You see 45 names. You could copy each one by hand into Excel — name, email, role. That would take 20 minutes and produce a spreadsheet that relies on you not making a typo in row 23. An auditor finding a discrepancy between the spreadsheet and the system is the kind of thing that extends the review.
The bad version:
- Copy each member manually from the settings screen into Excel.
- Ask the Attio account owner to export the members list — discover there is no export button in the UI.
- Screenshot the settings page and paste it into the audit document, which is not what the auditor means by "evidence."
The audit is a formal process. The documentation has to be system-sourced, not manually transcribed.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. Through its built-in Attio integration it pulls the workspace member list directly from the system and writes the structured data into the workbook.
Export every Attio workspace member into this Excel sheet — include member ID, full name, email address, and access level in columns A through D.
What You Get
- One row per workspace member, all 45 records written automatically.
- Member ID, full name, email, and access level in separate columns.
- Data sourced directly from the Attio API — not manually transcribed — so it reflects the actual system state at the time of the export.
What If the Data Is Not Quite Ready
The auditor wants the date each member was added
List all Attio workspace members and write member ID, full name, email, access level, and the date they were added to the workspace into this Excel sheet.
You need an IsAdmin column for the audit report
Export all Attio workspace members with member ID, name, email, and access level; add an IsAdmin column: 'yes' if access level is 'admin', 'no' otherwise; write all columns into this Excel sheet.
You want to cross-reference against the active employee list in the same workbook
List all Attio workspace members with member ID, full name, and email into this Excel sheet; add a Status column: if the email appears in the 'ActiveEmployees' sheet column A mark 'active', otherwise mark 'review needed'.
Pull members, flag admins, cross-reference HR list, and generate the full audit document in one pass
List all Attio workspace members with member ID, full name, email, and access level; add IsAdmin column; cross-reference each email against the 'ActiveEmployees' sheet column A; add Status column ('active' or 'review needed'); write all five columns into this Excel sheet.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook you use for access control documentation or security audits, then ask it to pull your Attio workspace members into it. The Attio integration is included in every SheetXAI plan. See also the spoke on exporting company records, or the hub for a full overview of Attio integration methods.