The Scenario
The quarterly board deck is due Friday. Your CHRO has a saved BambooHR report she built last year — a tenure-and-compensation snapshot configured specifically for the compensation committee slide.
The person who ran this report last quarter has left the company. The CHRO just forwarded you the report ID and asked if you can get it into the Excel board deck template before end of day.
The bad version:
- Log into BambooHR, navigate to Reports, search for the report by name.
- Click Run, download the CSV.
- Open it in Excel, discover the column headers use BambooHR's internal API field names, not the human-readable labels the CHRO uses in the deck.
- Rename six columns, convert date columns from text to date values, delete three blank columns.
- Paste it into the deck template.
- It is 5:10 PM and the CHRO's final review is at 5:30.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It runs a saved BambooHR report by ID and writes the results directly into a worksheet — no CSV download, no column reformatting.
Fetch BambooHR built-in report [ID] in JSON format and paste all rows with fields: employeeNumber, name, department, jobTitle, salary, and tenure into the Excel 'QuarterlyReport' sheet.
SheetXAI calls the BambooHR report API, retrieves the full result set, and writes the specified columns into the QuarterlyReport worksheet.
What You Get
- The complete result set of the saved report, written into QuarterlyReport.
- Only the columns you named — no extraneous fields to delete.
- The operation is repeatable: same prompt, same report ID, next quarter.
- Dates arrive as Excel date values — formulas work immediately.
What If the Data Is Not Quite Ready
Column headers use internal field labels you want to rename
Run BambooHR report ID [ID] and write results into QuarterlyReport. Rename 'empId' to 'Employee Number', 'jobTitle_raw' to 'Job Title', and 'hireDate' to 'Hire Date.'
You only need Engineering and Product for the compensation committee
Run BambooHR report ID [ID], filter to rows where department is 'Engineering' or 'Product', and write into the QuarterlyReport sheet.
You need a tenure band column added before pasting into the deck
Run BambooHR report ID [ID], write all rows into QuarterlyReport. Add a TenureBand column: under 2 years, 2 to 5 years, or over 5 years calculated from hire date to today.
Full run-rename-filter-derive in one shot
Run BambooHR report ID [ID]. Rename 'empId' to 'Employee Number', 'jobTitle_raw' to 'Job Title', 'hireDate' to 'Hire Date'. Filter to Engineering and Product departments. Add a TenureBand column. Sort by hire date ascending. Write into the QuarterlyReport sheet.
The pattern: running the report, renaming fields, filtering, and adding derived columns all happen in one instruction.
Try It
Get the 7-day free trial of SheetXAI and open your board deck workbook, then ask it to run the saved BambooHR report and write the output directly. You can also pull the employee directory or custom field data if the deck needs additional context.