The Scenario
Your quarterly IT access compliance audit lands on a Tuesday. The security lead wants a complete roster of every Roam workspace user — display name, email, role, and active/inactive status — by end of morning so the review committee can start flagging anomalies before the afternoon call.
The data exists. Roam has it. But it's not in your Excel workbook.
The bad version:
- You call Roam's SCIM users endpoint from a terminal, get back a JSON array of 120 user objects, and spend 20 minutes figuring out how to parse the nested name fields into separate first-name and last-name columns.
- You paste the data into the workbook, then realize the active field is a boolean and your compliance template expects Yes/No — so you add a formula column to convert it, then manually sort the inactive rows to the top.
- You finish with 10 minutes to spare, realize you missed the groups field that legal also wanted, and have to run the whole export again.
The audit deadline isn't the kind of thing you can push. And the security lead is already in the Zoom waiting room.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your data and talks to Roam for you — including its SCIM API. No terminal, no JSON parsing, no formula gymnastics.
Pull all users from Roam using the SCIM API and populate my Excel 'Access Review' sheet with user ID, display name, email, and role — one row per user
What You Get
- Column A: SCIM user ID for each user
- Column B: display name
- Column C: email address (the SCIM userName value)
- Column D: role (User or Admin, as assigned in Roam)
- Rows where active is false are highlighted red, so inactive accounts are immediately visible without filtering
What If the Data Is Not Quite Ready
The active field comes back as a boolean but you need Yes/No
Pull all Roam users via SCIM into my Excel 'Access Review' sheet — user ID (A), display name (B), email (C), role (D) — and write Yes in column E where active is true, No where active is false. Highlight No rows in red.
You need the export split by role — admins first, then regular users
Fetch all Roam workspace users via SCIM and write them into the 'Compliance Review' worksheet — sort so Admin-role users appear first. Columns: user ID (A), display name (B), email (C), role (D), active as Yes/No (E).
The workbook already has 80 rows from last quarter and you only want new users appended
Fetch all Roam workspace users via SCIM and append any whose email address does not already appear in column C of the 'Access Review' worksheet — write user ID (A), display name (B), email (C), role (D).
You need the full cleanup plus a summary count in a separate cell
Pull all Roam users via SCIM into the 'Access Review' worksheet — user ID (A), display name (B), email (C), role (D), active as Yes/No (E), highlight inactive rows red — then write the total user count in cell G1 and the count of inactive users in cell G2.
The pattern: instead of pulling raw data and then cleaning it, you ask for both the export and the formatting rules in a single prompt. SheetXAI handles the conditional logic inline.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook set up for your IT access review, then ask it to pull your Roam user roster directly. You might also find the group inventory export and the audit log pull useful for the same compliance cycle.