The Scenario
An acquisition closed two weeks ago. A PostHog admin needs to onboard 15 new analysts — names, emails, and role levels in an Excel workbook from the HR hand-off — before Monday's kickoff. The last onboarding batch (8 people, done manually through the PostHog invite UI) took 40 minutes of clicking. The admin has three other onboarding items on today's list and a 3 PM meeting that can't move.
The bad version:
- Open PostHog's organization members section, click "Invite member," enter email from row 1, select role from dropdown, click send — repeat for 14 more rows
- Reach invite 7, mistype the email — PostHog sends the invite, the recipient never gets it, you find out Monday when that analyst says they have no invitation
- Finish all 15, check the list, realize you left two people as "Member" who should have been "Admin" because the role dropdown defaults to Member and you forgot to change it on those two rows
Fifteen invites, one mistype from a Monday-morning problem, one forgotten dropdown from an escalation.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the onboarding list and calls PostHog's bulk organization invite endpoint — sending all 15 invites in one operation and writing returned invite IDs into column B.
Read the 'Analyst Onboarding' tab of this Excel workbook and send PostHog organization invites to every email in column A with member-level access, logging invite IDs into column B.
What You Get
- All 15 invites are sent in one operation — no clicking per person
- Column B receives the PostHog invite ID for each row — confirmation that each invite was successfully queued
- Any row that fails (invalid email, already a member) gets an error note in column B so you can fix and resend only those
What If the Data Is Not Quite Ready
Role levels are written in plain text
Before sending invites, map the role descriptions in column B: 'Admin' to 'admin', 'Member' to 'member', 'Viewer' to 'member'. Then bulk-create PostHog organization invites using email from column A and mapped role. Write invite IDs into column C.
Some emails are already PostHog members
Before sending invites, check if each email in column A already exists as a PostHog organization member. Write "Already a member" in column B for those rows and skip them. For new emails, send the invite and write the returned invite ID into column B.
Emails are formatted inconsistently
Before sending invites, normalize all values in column A: trim whitespace and convert to lowercase. Write "Invalid email" in column B for any rows that don't match email format after normalization. For valid rows, bulk-create PostHog organization invites and write returned invite IDs into column B.
Full onboarding: validate, send, and summarize
In the 'New Members' worksheet: validate all values in column A match email format. Write "Invalid email" in column C for failures. For valid rows, bulk-create PostHog organization invites with email from column A and role from column B. Write invite IDs into column C. Generate a summary at the bottom: total invited, total skipped (invalid or already member), total failed.
Validation, invites, and a clean count — one prompt.
Try It
Get the 7-day free trial of SheetXAI and open any Excel onboarding workbook with a list of new team member emails, ask it to send the PostHog invites, and have the whole batch done in under a minute. Related: Bulk Add Users to a PostHog Static Cohort From an Excel workbook and the PostHog hub.