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Gleap · Excel Guide

Create Gleap Help Center Collections From an Excel Workbook

The Scenario

You are a technical writer. The support team is restructuring their Gleap help center and you are the one standing up the new architecture: 10 collections, each with a name, a description, and an icon.

The plan is in an Excel workbook, Documentation Structure tab: column A is collection name, column B is description, column C is the icon identifier.

Leadership wants the new structure live by end of day Thursday so writers can start adding articles on Friday.

The bad version of Thursday:

  • You open Gleap's help center settings
  • You click "New Collection," type the name, paste the description, pick the icon
  • You save
  • You repeat ten times
  • On collection 7 you realize you picked the wrong icon and have to go back
  • Thursday ends and you still need to publish each collection manually.

The fast version is one prompt.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent inside your Excel workbook that reads each row and creates the Gleap help center collection.

Open the SheetXAI sidebar and type:

Create a Gleap help center collection for each row in the Documentation Structure tab — column A is the name, column B is the description, column C is the icon. Write the returned collection ID to column D after each creation.

SheetXAI reads the 10 rows, creates each collection in Gleap, and writes the collection IDs to column D.

What You Get

Ten Gleap help center collections, each with:

  • Name — from column A
  • Description — from column B
  • Icon — from column C
  • Collection ID in column D — for writers to reference when adding articles

Writers can start creating articles on Friday morning without waiting for any additional setup.

What If the Data Is Not Quite Ready

Help center structures planned in a workbook often need a review before going live. SheetXAI handles it inline.

When you also want to publish each collection immediately after creation

Create a Gleap help center collection for each row in the Documentation Structure tab — name from column A, description from column B, icon from column C. Publish each collection immediately after creating it. Write the collection ID to column D.

When names have trailing spaces from copy-paste

Before creating the collections, trim any leading or trailing whitespace from names in column A and descriptions in column B of the Documentation Structure tab. Then create a Gleap collection per row and write the collection ID to column D.

When some rows are placeholders not ready to create yet

Create a Gleap help center collection for each row in the Documentation Structure tab where column B is not "TBD" and not blank. Skip TBD rows and write "SKIPPED" to column D for those rows. Write the collection ID to column D for rows that were created.

When you need to check if a collection already exists before creating

Before creating each collection from the Documentation Structure tab, check whether a Gleap help center collection with the same name already exists. If it does, write "EXISTS — SKIPPED" to column D. If it does not, create it and write the new collection ID to column D.

The pattern: use the workbook as the source of truth for the structure, and column D as the audit log of what was created.

Try It

Get the 7-day free trial of SheetXAI and open your help center planning workbook, then ask it to create every collection in Gleap from the tab. The Gleap integration is included in every SheetXAI plan. See also how to bulk-upload FAQ pairs to Gleap's knowledge base from Excel or the Gleap in Excel overview.

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