The Scenario
Your organization brought in a new safety investigator to cover a regulatory audit, and the auditor wants them assigned as a collaborator on 30 specific incidents before the review starts Thursday. You have an Excel workbook with the incident IDs. The investigator's user ID is in the system. There are 30 rows.
The person who did this manually last quarter spent an afternoon clicking through SafetyCulture incident pages one at a time. That person has since moved teams.
The bad version:
- Open SafetyCulture, navigate to the first incident from your list, find the collaborator field, and add the investigator.
- Save. Return to the incidents list. Find the next incident ID in your workbook. Repeat.
- Realize at row 12 that two incident IDs look nearly identical in the UI and you clicked the wrong one.
Thirty manual updates before a regulatory audit is not a plan — it's a liability.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads your incident IDs and handles every SafetyCulture collaborator assignment — writing the outcome back to your workbook so you have a record.
Open the SheetXAI sidebar and paste this:
Read 30 incident IDs from my Excel column A and add user [investigator_id] as a collaborator to each incident, then write the result status to column B.
What You Get
- A collaborator assignment attempted for every incident ID in column A.
- Column B updated with "assigned" for each success, or the specific error message for any that fail.
- A clear audit trail that the regulatory reviewer can verify without asking you to reconstruct it from memory.
What If the Data Is Not Quite Ready
Some incident IDs in column A are duplicates
Deduplicate column A before processing, then for each unique incident ID add user ID [investigator_user_id] as a SafetyCulture collaborator and write 'assigned' or the error to column B.
You need to add multiple collaborators to each incident
For each incident ID in column A, add both user ID [investigator_id_1] and user ID [investigator_id_2] as SafetyCulture collaborators. Write the result for each assignment to columns B and C.
You need to add collaborators from a separate reference worksheet
The investigator roster lives in a separate worksheet called "Investigators" in the same workbook.
For each incident ID in column A of my 'Incidents' worksheet, add both user IDs from cells B1 and B2 of my 'Investigators' worksheet as SafetyCulture collaborators, and write the result for each assignment to columns B and C.
Full audit-prep pipeline in one shot
Deduplicate incident IDs in column A, then for each unique ID add user ID [investigator_user_id] as a SafetyCulture collaborator, write 'assigned' or the error to column B, and at the bottom write a summary row with total assigned and total failed.
The workbook becomes your proof of assignment when the auditor asks Thursday morning.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook with SafetyCulture incident IDs — then ask it to handle bulk collaborator assignments. When you're done, see how the same workflow handles bulk-creating OSHA cases or check the SafetyCulture integration overview.