The Scenario
A major reorganization is two weeks out. Before any reporting lines change, the IT director wants a complete picture of Roam's current access groupings — every SCIM group, its display name, and how many members it has. The goal is to verify that no group inherited access it shouldn't have before the new structure goes live.
This is the kind of audit that sounds quick until you actually try to run it.
The bad version:
- You open Roam's admin console and click into the Groups section. The console displays groups in a list, but there's no export option. You start manually counting members for each group — some groups show a member count inline, some require you to click in.
- You copy group names into a workbook by hand, approximating member counts from what the UI shows. Thirty-two groups in, you realize the counts you wrote down for the first 10 might have been off because the UI paginates the member list.
- You go back to re-verify the first 10 while your IT director pings asking if the inventory is ready.
Nobody in IT should have to count members by clicking through a UI. That's what the SCIM API is for.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It calls Roam's SCIM groups endpoint and writes the complete group inventory — IDs, names, and member counts — directly into the workbook.
Pull all Roam groups via SCIM into my Excel 'Access Structure' sheet — include group ID, name, and the number of members in each group
What You Get
- One row per Roam group in the 'Access Structure' worksheet
- Group ID in column A, display name in column B, member count in column C
- All groups retrieved, not just the first page — if Roam has 40 groups, all 40 appear
- Member counts reflect the actual SCIM value, not an approximation from the UI
What If the Data Is Not Quite Ready
You want to flag groups with zero members as potentially orphaned
Pull all Roam SCIM groups into the Excel 'Access Structure' worksheet — group ID (A), display name (B), member count (C). If member count is 0, write 'Orphaned' in column D; otherwise leave column D blank.
You want groups sorted by member count descending
Pull all Roam SCIM groups and write group ID (A), display name (B), member count (C) into the Excel 'Access Structure' worksheet, sorted from highest to lowest member count.
You need the full member list for specific large groups
Pull all Roam SCIM groups into the Excel 'Access Structure' worksheet — ID (A), name (B), count (C). For any group with more than 20 members, also write the member user IDs as a comma-separated list in column D.
Full pre-reorg audit: group inventory plus a worksheet flagging mismatches against expected structure
Pull all Roam SCIM groups into the Excel 'Access Structure' worksheet — ID (A), name (B), member count (C). Then in a 'Discrepancy Check' worksheet, write any group names that appear in 'Access Structure' but do not appear in column A of the 'Expected Groups' worksheet, so I can see which groups exist in Roam but weren't planned for.
One prompt surfaces both the current state and the delta against your target structure.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook you're using for your pre-reorg access review, then ask it to pull the Roam group inventory. If you're also planning to remove members from groups as part of the reorg, the group member removal spoke covers that next step.