The Scenario
A new person just joined the DevOps team. On their first day, they asked: "Where's the Fleet documentation? What integrations are we running on which policies?"
There isn't one. There's a Kibana Fleet UI that everyone pokes around in individually, and a shared understanding that lives in the heads of the two engineers who set it up eight months ago. One of those engineers left last month.
You're the one who now owns the quarterly infrastructure review, and the first item on the checklist is "document Fleet agent policies and package versions."
The bad version:
- Open Kibana Fleet, click into each agent policy one at a time, note the policy name, ID, namespace, and the integrations listed under it.
- Do this for all 40 policies.
- Switch to the Integrations tab, repeat for installed packages.
- Build the worksheet structure yourself, copy values in, and wonder if you missed anything.
Forty policies. Two tabs. No automated export. The review is next week.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to Kibana's Fleet API and writes a structured inventory of every policy and package directly into the workbook — without you clicking through the UI once.
List all Kibana Fleet agent policies with their names, IDs, namespaces, and agent counts, then write the results to this sheet one row per policy.
What You Get
- Column A: agent policy name
- Column B: policy ID
- Column C: namespace
- Column D: number of enrolled agents
- One row per policy, ready to sort by namespace or filter by agent count
What If the Data Is Not Quite Ready
You also need the installed packages on each policy
The review checklist requires knowing which integrations are active per policy:
Fetch all installed packages in the Kibana Elastic Package Manager and write each package's name, version, installation status, and number of associated agent policies to this sheet.
You need to flag policies with zero enrolled agents
Unpopulated policies might be orphaned configs left over from old deployments:
List all Kibana Fleet agent policies and write their names, IDs, namespaces, and agent counts to this sheet, then in column E mark 'No Agents' for any policy with an agent count of zero.
You want enrollment keys listed for a subset of policies
You're onboarding new hosts and need the enrollment tokens for specific namespaces:
List all Kibana Fleet enrollment keys and write each key's ID, name, associated policy ID, and active status to a new worksheet in this workbook named 'Enrollment Keys'.
Full Fleet audit — policies, packages, and version flags in one shot
List all Kibana Fleet agent policies with their names, IDs, namespaces, and agent counts, then below that table list all installed packages with name, version, installation status, and associated policy count, and flag any package whose installed version is more than one major version behind the latest available by marking its row in column E as 'Upgrade Needed'.
The pattern: pull the inventory and apply the operational logic in the same prompt — you get a document the team can act on immediately, not raw data that still needs a second pass.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook you're using for infrastructure documentation or a quarterly review, then ask it to pull your full Fleet inventory from Kibana. You can also see Document Kibana Alerting Rules and Connectors Into an Excel workbook or browse the Kibana integration overview.