The Scenario
The annual inventory audit is three days out. Your job is to produce a complete, accurate list of every equipment item in Rentman — name, internal reference code, quantity on hand, and stock location — and get it into the audit workbook before the external auditors arrive Tuesday morning.
You have 800 items across multiple stock locations. Rentman holds the authoritative record. The audit workbook is a blank worksheet.
The bad version:
- Navigate to the Equipment module in Rentman, export the full CSV, open it in a text editor to check the column structure
- Import into Excel, discover the columns don't match what the auditors specified, rename and reorder manually across 800 rows
- Realize the export didn't include stock location because that field lives in a sub-module, go back and export again
That sequence takes most of a morning — and if anything gets updated in Rentman between the export and the audit, you're running it again from scratch.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent built into your Excel workbook. It reads the workbook context, connects to Rentman, and pulls the equipment inventory directly into the cells you specify.
List all equipment from Rentman and put equipment name, internal reference, quantity, and stock location into columns A, B, C, and D starting at row 2
What You Get
- Column A: equipment name as it appears in Rentman
- Column B: internal reference code
- Column C: quantity on hand (integer)
- Column D: stock location name
- One row per equipment item, starting at row 2 so your header row stays intact
- Items with no stock location assigned leave that cell blank rather than breaking the row
What If the Data Is Not Quite Ready
The workbook already has partial data from a previous import
Clear columns A through D starting at row 2, then pull all Rentman equipment items and write equipment name, internal reference, quantity, and stock location into those columns
Equipment needs to be sorted by category for the audit committee's format
List all Rentman equipment items sorted by category and write category name, equipment name, internal reference, and quantity into columns A through D
Purchase price needs to be included for asset valuation purposes
Pull all Rentman equipment items and write equipment name, internal reference, quantity, stock location, and purchase price into columns A through E
Audit kill chain: fetch inventory, normalize stock location names, write the full list, add a per-location item count summary below
Fetch all Rentman equipment items, normalize stock location names to title case, write the full list into columns A through D, then below the last row add a section counting total items per location
The audit committee gets the asset register without the morning-long export cycle.
Try It
Get the 7-day free trial of SheetXAI and open the audit workbook — then ask it to pull the Rentman equipment inventory directly. If you also need to see which items are booked across upcoming projects, the equipment demand spoke covers that.