The Scenario
Renewal is next month. Before the call with the Productlane account team, your IT admin needs a complete list of every workspace member — name, email, and role — so she can confirm how many seats are actively assigned and whether the license count can be reduced.
The member list is in Productlane. There are 18 people on the workspace.
The bad version:
- Open the Productlane workspace settings, find the member list, and start copying names and emails into an Excel workbook row by row.
- Roles are not visible alongside emails in the list view — you have to click into each member profile individually to confirm their role.
- After 10 entries you close the wrong browser tab and have to start over.
This is one screen of data. It should not take 25 minutes.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your Productlane workspace member list and writes every member's name, email, and role into the workbook in one pass.
Export all Productlane workspace members into this Excel workbook with columns: user ID, name, email, role — sorted by role (admins first)
What You Get
- Column A: member user ID
- Column B: member full name
- Column C: email address
- Column D: workspace role, sorted admins first
- Every workspace member in the workspace, not just the first visible page in settings
What If the Data Is Not Quite Ready
You only need to see admins for the license review
List all Productlane workspace members where role is admin — write user ID, name, email, and role into columns A through D
You want the total member count written into a summary cell
List all Productlane workspace members — write user ID, name, email, and role into columns A through D — write the total member count into cell E1
You need to cross-reference with an HR system and want a specific sort
List all Productlane workspace members — sort by email alphabetically — write user ID, name, email, and role into columns A through D
Full export, sorted, and summarized for a license audit
List all Productlane workspace members — write user ID, name, email, and role into columns A through D — sort by role (admins first) then by name alphabetically — write total member count into cell E1 and admin count into cell E2
One prompt and the admin has a workbook ready for the renewal call.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask it to list your Productlane workspace members. You can follow this with a bulk update of company records or an open insights export as part of the same account review.