The Scenario
Productboard license renewal is in 10 days. You're the admin. The decision: cut 8 seats, hold at 35, or add 5. HR also wants the list cross-referenced against the company directory to catch any accounts belonging to people who left in the last six months.
You open Productboard Settings. Team members are listed there — names and emails. You can see all 35. You cannot export them. No CSV button. No bulk select. No copy-paste that produces a clean table.
The bad version:
- Write down the first 10 names and emails. Mistype one.
- Try copying from the browser table into Excel. The paste lands as unstructured text — names and emails run together in one column.
- Spend 20 minutes reading API documentation to find the users endpoint. Decide this will take longer than just typing them manually.
The audit is on a deadline. The seat cost is not trivial. The decision depends on data you're spending an hour trying to extract.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your workbook and calls Productboard's users API through its built-in integration.
Export all Productboard users into this Excel sheet with columns: user ID, name, email, external ID — flag any users who have no external ID in column E
What You Get
- One row per Productboard user.
- User ID in A, display name in B, email in C, external ID in D.
- Column E populated: "no-external-id" for users with a blank external ID, "ok" for the rest.
- All 35 accounts, ready to cross-reference with the HR directory.
What If the Data Is Not Quite Ready
You want to cross-reference against an HR list in Sheet2
For each user email in column C of Sheet1, check whether it appears in Sheet2 column A (the active employee list). Write "active" in column F if found, "not-in-HR" if not.
You also need the user's role or permission level
List all Productboard users and write display name in A, email in B, role or permission level in C. If the API returns a role field, use it; otherwise write "role-unavailable" in column C.
You want only users who have no external ID
List all Productboard users. Write display name in A, email in B, and external ID in C. Filter to only rows where column C is blank and write those into a separate sheet called "Missing-SSO."
The full audit build
Fetch all Productboard users and write user ID in A, display name in B, email in C, and external ID in D. Flag any user with no external ID in column E as "no-sso". For each email in column C, check against the active employee emails in Sheet2 column A — write "active-employee" or "not-in-directory" in column F. Sort by column F so "not-in-directory" rows appear first.
The audit workbook is built. The renewal conversation has a starting point.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook you'd use for a license or access audit — then ask SheetXAI to pull your full Productboard user directory into it before your next renewal cycle. See also exporting member activity or the hub overview.