The Scenario
You are an IT security manager at quarter-end. Your compliance checklist includes a quarterly access review for every SaaS tool with admin capabilities. Ramp is on the list. You need: who has admin versus employee roles, which accounts are deactivated, and what department each person belongs to. Last quarter you discovered the spreadsheet you were handed was four months out of date.
The bad version:
- Log into Ramp's people view, filter to active, export. Filter to deactivated, export separately.
- Combine both CSVs in Excel, add a column for the review action, categorize each deactivated user as Remove and each user with no department as Fix Dept.
- Send the combined workbook to the CISO, who replies asking why the count does not match the HR headcount report.
Two hours on a report that should have taken fifteen minutes.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It calls Ramp's user API and writes the full user list into the workbook in one pass, with action flags computed inline.
List all users in our Ramp organization and import name, email, role, department, and status into this workbook for a quarterly access audit
What You Get
- Every Ramp user — active and deactivated — lands in a single table, no merging.
- Name, email, role (admin or employee), department, and account status are in labeled columns.
- Row count matches Ramp's live user count, not a stale export.
- The workbook is ready to send without a second pass.
What If the Data Is Not Quite Ready
You want the action column pre-populated
Fetch all Ramp users, import name, email, role, department, and status, then add an Action column writing Remove for deactivated users and Fix Dept for active users with no department
You only want admin accounts
List all Ramp users with admin role, import name, email, department, and status into this workbook
Some departments may no longer be in the active org chart
Fetch all Ramp users, import name, email, role, department, and status, then flag any department name not found in the OrgChart worksheet as Verify Dept in column G
Kill chain: pull all users, flag actions, sort, and summarize
List all Ramp users, import name, email, role, department, and status, add an Action column marking deactivated users as Remove and users with no department as Fix Dept, sort by role descending so admins appear at the top, and add a summary row showing total active, total deactivated, and total missing department
The complete access review deliverable in one prompt.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask it to pull your full Ramp user list with roles and status flags. Related: run a card audit across the portfolio, or bulk invite new hires once the access review is done.
