The Scenario
You are a Dialpad administrator at a 500-person company undergoing an IT reorganization. Three offices are merging into one, two new business units are forming, and your VP of IT needs a complete picture of your current Dialpad department structure in an Excel workbook before the planning session Thursday at 2 PM.
You have never exported the department structure from Dialpad. Nobody has.
The bad version of Wednesday afternoon:
- You log into the Dialpad admin portal
- You navigate to each office, open the departments section, and start copying department names and IDs into Excel
- The portal does not show operator counts without clicking into each department
- You click into each department and count operators manually
- After 90 minutes you have covered one of seven offices
- Thursday arrives and you walk into the planning session with a partial workbook and an apology.
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 Dialpad account structure and pulls the complete department roster in one operation.
Open the SheetXAI sidebar and type:
For each office in my Dialpad account, fetch all departments and write office name, department name, department ID, and operator count into the "Department Roster" tab. Sort by office name then by department name.
SheetXAI pulls the offices, iterates through departments for each, counts operators, and writes a clean table. You have the full structure before Wednesday ends.
What You Get
A "Department Roster" tab with one row per department:
- Office name — which office owns this department
- Department name — the department's display name in Dialpad
- Department ID — for cross-referencing or future API calls
- Operator count — how many agents are assigned
Sorted by office then by department name so the planning team can work through it office by office.
Want to also list the operators in each department by name? Add that to the prompt.
What If the Data Is Not Quite Ready
Org structure exports surface messiness in accounts that have grown organically.
When some departments have no operators
Departments created during a reorg but never staffed show up as empty.
Fetch all departments across all Dialpad offices and write office name, department name, department ID, and operator count into the "Department Roster" tab. For any department with zero operators, write "EMPTY" in column E.
When you want to see operator names, not just counts
The planning team needs to know exactly who is in each department.
Fetch all departments across all Dialpad offices. For each department, list the operator names. Write office name, department name, and a comma-separated list of operator names into the "Org Detail" tab, one row per department.
When you only need departments for specific offices
The reorg affects three offices: Dallas, Chicago, and Seattle. The other offices are out of scope.
Fetch all departments for Dialpad offices named Dallas, Chicago, and Seattle. Write office name, department name, department ID, and operator count into the "Reorg Scope" tab. Ignore all other offices.
When you want the full org map: offices, departments, operators, and a headcount summary
Your VP wants a single workbook she can share with the reorganization committee.
Fetch all offices from my Dialpad account. For each office, fetch all departments and for each department fetch the operator list. Write office name, department name, operator count, and a comma-separated list of operator names into the "Full Org Map" tab, one row per department, sorted by office then department. Then write a summary tab called "Office Summary" with one row per office showing office name and total operator count across all departments.
The pattern: instead of pulling departments first and then chasing down operator counts as a second step, you describe the full org map in one prompt.
Try It
Get the 7-day free trial of SheetXAI and ask it to pull your full Dialpad department roster and write it into an Excel workbook ready for your planning session. The Dialpad integration is included in every SheetXAI plan. For related workflows, see how to export the full user roster for a license audit in Excel or the Dialpad in Excel overview.