The Scenario
You are an IT administrator. 45 new hires start Monday. Each one needs a Dialpad phone number assigned before 8 AM so their desk line works on day one. Their emails and area code preferences are in an Excel workbook, column A and column B of the "New Hires" tab.
It is Thursday afternoon. You have three other onboarding tasks competing for the same time.
The bad version of Thursday afternoon:
- You open the Dialpad admin portal
- You search for the first employee by email
- You navigate to their profile, assign a number from their area code, save
- You switch back to Excel, manually type the number into column C
- You repeat this 45 times
- You are still at it at 6 PM and you fat-finger three assignments.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads your hire list and runs the Dialpad provisioning for you, writing the results back into the workbook as it goes.
Open the SheetXAI sidebar and type:
For each row in the "New Hires" tab, assign a Dialpad phone number to the user with the email in column A, sourcing from the area code in column B, and write the assigned phone number back into column C. If the assignment fails, write the error message in column D.
SheetXAI reads the workbook row by row, calls the Dialpad API for each hire, and fills column C with assigned numbers. Failures get a note in column D so you know exactly where to follow up.
What You Get
A workbook where column C is fully populated before you leave your desk:
- 45 phone numbers assigned and written back to the workbook
- Error log in column D for any failed rows
- Audit trail in the workbook itself so you can paste it into your onboarding ticket
You do not touch the Dialpad portal once. The entire operation runs from Excel, and the workbook becomes the record of what was assigned.
If some area codes are out of numbers, SheetXAI flags those rows instead of silently failing. You know before Monday.
What If the Data Is Not Quite Ready
Most onboarding workbooks are messier than the scenario above. SheetXAI handles the cleanup and the provisioning in the same prompt.
When emails have inconsistent formatting
Some rows have FirstLast@company.com, some have first.last@company.com, some have trailing spaces from the HR export.
Normalize all emails in column A to lowercase with no trailing spaces. Then for each row, assign a Dialpad phone number sourcing from the area code in column B and write the result into column C.
When some rows are missing an area code
The HR system left area code blank for 8 of the 45 hires.
For rows where column B is blank, default to area code 415. Then assign a Dialpad phone number for each row using the area code in column B or 415 if blank, and write the result into column C.
When hires are split across multiple tabs
The New York tab has 22 hires, the Chicago tab has 23.
For each row in the New York tab, assign a Dialpad phone number sourcing from area code 212 and write the result into column C. Then do the same for the Chicago tab using area code 312.
When you also need to add each user to a Dialpad office
Phone number assignment is step one, but each hire also needs to be placed in the right Dialpad office before their number activates.
Read column A for email, column B for area code, and column E for office ID. For each row, add the user to the Dialpad office in column E and assign a phone number from the area code in column B. Write the assigned number into column C and the Dialpad office confirmation into column F.
The pattern: instead of cleaning the workbook first and then provisioning, you ask for both in one prompt. SheetXAI handles the conditional logic inline.
Try It
Get the 7-day free trial of SheetXAI and open your next hire list in Excel, then ask it to provision Dialpad numbers and write them back to the workbook. The Dialpad integration is included in every SheetXAI plan. For related workflows, see how to export the full user roster for a license audit or the Dialpad in Excel overview.