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Intercom · Excel Guide

Populate the Intercom Fin AI Content Library From a Excel

2026-05-15
5 min read

The Scenario

You work in CS operations. Your company uses Intercom's Fin AI agent to handle first-line support. Fin answers questions by drawing from the Fin Content Library. For the past six months, your team has been maintaining a second library of internal knowledge articles in an Excel workbook — 60 articles, each with a title, a source URL, and the body text. None of them are in Fin's Content Library yet.

Fin has been giving incomplete answers because it does not know this content exists.

The bad version:

  • Log into Intercom, go to the Fin Content Library, click "Add external page."
  • Paste the title. Paste the URL. Paste the body text. Save.
  • Do this 59 more times.
  • Come back an hour later and realize you missed one of the worksheets in the workbook — there is a second worksheet with 15 more articles you did not see.

Fin has been in production for six months. This backlog was supposed to be cleared before launch.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent that lives inside your Excel workbook. It reads each row and creates a corresponding external page in Intercom's Fin Content Library, writing the page ID back.

For each row in this workbook (columns: Title, URL, Body Text), create an external page in Intercom's Fin Content Library — write the created page ID back into column D.

What You Get

  • One external page created in the Fin Content Library per row, with title, source URL, and body text set from the workbook.
  • New page ID written to column D for each row as it completes.
  • Any row that fails — for example, if the URL is malformed or the body is empty — gets an error description in column D instead of a page ID.
  • After creation, pages are immediately available for Fin to reference when answering user questions.

What If the Data Is Not Quite Ready

Body text contains HTML tags from the original source

The articles were scraped from an internal wiki and still have tags in the body column.

Before ingesting, strip HTML tags from column C to plain text — then create each external page in the Intercom Fin Content Library with the cleaned body and write the page ID to column D.

Articles are split across two worksheets — one for product docs and one for policy docs

The workbook has a "Product" worksheet and a "Policy" worksheet.

Create Fin Content Library pages from both the "Product" and "Policy" worksheets — each worksheet has Title in column A, URL in column B, Body Text in column C — write the page ID to column D in each respective worksheet.

Some URLs are duplicates from copy-paste errors and should not be ingested twice

The workbook was built collaboratively and a few rows appear twice.

Before ingesting, deduplicate rows by URL in column B — for duplicate URLs, keep only the first occurrence — then create each external page in the Fin Content Library and write the page ID to column D.

Strip HTML, deduplicate by URL, ingest all articles, and log a summary

You want the full backfill done cleanly with a record of what was created.

Strip HTML from column C, deduplicate rows by URL, then create each external page in the Intercom Fin Content Library with cleaned title, URL, and body — write the page ID or error to column D and add a summary row showing total pages created and any errors.

Try It

Get the 7-day free trial of SheetXAI and open your knowledge base workbook — ask it to push all the articles into the Fin Content Library so your AI agent has the full context it needs. For auditing the existing Intercom help center articles before ingesting new ones, see the export-help-center-articles spoke and the Intercom hub overview.

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