The Scenario
You are a department head. Eight Nozbe projects, two dozen team members. You have an Excel workbook showing exactly who should have manager or member access on each project. Someone asked you last week whether the workbook reflects reality.
You do not know. You have never checked.
The manual version of checking:
- You open the first Nozbe project and look at who has access and at what level
- You switch to the workbook and compare manually, row by row
- You open the second project and repeat
- You do this for all eight projects
- You find four discrepancies by row 30 and realize you probably missed some
- You present a clean access matrix to the board and a security review three weeks later finds three more mismatches.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that can compare your planned access matrix against Nozbe's real access records and flag every mismatch, so you do not have to open each project and cross-reference manually.
Open the SheetXAI sidebar and type:
Read my Excel access-plan workbook and fetch Nozbe project access data, then highlight every row where the user's actual role in Nozbe differs from the planned role. Add a Mismatch column with the details.
SheetXAI reads every row of the access plan, fetches the actual access settings from Nozbe for each project, compares them, and writes a Mismatch flag into the last column. One prompt, complete reconciliation.
What You Get
Your existing access-plan workbook with a new Mismatch column added:
- "Match" — the user's actual Nozbe role matches the plan
- "Mismatch — actual: [role]" — the user's actual role differs from what the plan says
- "Not found" — the user is in the plan but has no access in Nozbe at all
- "Extra access" — rows SheetXAI adds for users who have Nozbe access but are not in the plan
Every category of discrepancy is surfaced. Not just wrong roles, but missing accesses and undocumented accesses too.
What If the Data Is Not Quite Ready
Access-plan workbooks are often assembled from different sources and are not always consistent. SheetXAI handles cleanup and comparison in the same prompt.
When user names in the workbook do not match Nozbe's format
The plan uses display names, Nozbe uses email addresses.
Before comparing, look up each user name in the plan against the Team tab of the workbook to find their Nozbe email. Then compare the resolved email against Nozbe's actual project access records and flag any mismatch.
When you want the output sorted by mismatch severity
You want to see the most critical mismatches first.
Compare the project access matrix against Nozbe's actual records. Sort the output with "Mismatch" rows first, then "Not found" rows, then "Extra access" rows, then "Match" rows last.
When you only want to check a subset of projects
The review covers four of the eight projects in the workbook.
Compare only the rows in this workbook where the Project column is "Platform Rebuild," "Customer Onboarding," "Q3 Ops," or "Security Review" against actual Nozbe access records. Flag any mismatch in the last column.
When you want a remediation summary on a separate tab
After the comparison, you want a summary tab showing how many changes are needed per project.
Compare the full access matrix against Nozbe's actual records and flag mismatches on the main tab. Then create a Summary tab showing each project name and the count of rows marked Mismatch, Not found, or Extra access.
The pattern: instead of manually cross-referencing two sources and hoping you catch everything, you describe the comparison and SheetXAI runs it end to end.
Try It
Get the 7-day free trial of SheetXAI and open your access-plan workbook, then ask it to reconcile it against Nozbe's actual project access settings. The Nozbe Teams integration is included in every SheetXAI plan. For a related workflow, see how to export a Nozbe task event audit trail in Excel or the Nozbe Teams in Excel overview.