The Scenario
You're a scrum master starting your third week on a new team. You've inherited a planning workbook that uses story assignments, but nobody told you what the actual Shortcut member IDs are for each person. Every time you try to bulk-update a story from the workbook, you're guessing at IDs. You need a clean reference: member name, mention name, and the ID — so you can build a VLOOKUP and stop guessing.
The bad version:
- Open Shortcut. Go to workspace settings. Find the members list. Start copying: click the first member's name, find the ID somewhere in the profile URL or settings, copy it, paste it into the workbook.
- Get to member 8 and realize member IDs aren't visible in the UI without going into individual profile URLs.
- Try the API docs. Find the endpoint. Realize you'd need to authenticate and make the call manually. Give up and just use mention names instead — except those don't work in the bulk-update prompt either.
You needed a lookup table. You got a 40-minute documentation rabbit hole.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It pulls the full workspace member list from Shortcut and writes it into the workbook — name, email, and member ID — in one prompt.
Open the SheetXAI sidebar and type:
Get all Shortcut team members and populate my Excel worksheet with name, mention name, and member ID for each person
What You Get
- One row per workspace member
- Display name in column A, mention name in column B, member ID in column C
- Headers in row 1
- A sidebar count of how many members were found
What If the Data Is Not Quite Ready
You also need email addresses for notification workflows
Get all Shortcut workspace members and write name in column A, email in column B, mention name in column C, and member ID in column D — one row per member with headers in row 1
You need to filter to members who are part of a specific team
Get all Shortcut workspace members who belong to the team named "Platform Engineering" and write their name, email, and member ID into columns A–C of this worksheet
You need to match the member list against an existing assignment workbook
Get all Shortcut workspace members (name and member ID). Then look at column A of my existing worksheet — it has display names from a planning doc. For each name in column A, find the matching Shortcut member ID and write it into column B.
Build the lookup table and immediately use it to look up an assignment
Get all Shortcut workspace members (name and member ID) and write them into columns E and F of this worksheet as a lookup table. Then for each name in column A of this worksheet, use VLOOKUP logic to find the matching member ID from the lookup table and write it into column B.
The member ID list is the thing that makes every other bulk operation work reliably — worth having in a worksheet before you start any assignment workflows.
Try It
Get the 7-day free trial of SheetXAI and open a blank worksheet in your planning workbook, then ask it to pull the member list. See also Bulk Update Shortcut Stories From an Excel workbook or return to the Shortcut integration overview.