The Scenario
You're the ops manager at a 20-person design agency, and it's Wednesday afternoon. The account director just pinged you: the team is quoting a new branding project and needs the current rate card by end of day.
The rate card lives in Streamtime — or rather, the roles do. The rates don't. Every quote, someone has to pull the role list from Streamtime, paste it into a workbook, and manually fill in the hourly rate column. This is the fourth time this month.
The bad version:
- Open Streamtime, navigate to the roles section, and export what you can — except the CSV doesn't include role IDs, so you're back in the UI pulling those separately in a second export
- Open the CSV in Excel, clean the headers, delete the columns you don't need, add the role IDs from the second export, reconcile rows that didn't line up because the sort order was different
- Build the 'Hourly Rate (USD)' column from scratch, re-enter rates you've entered in three other places already, and send it to the account director 45 minutes later than you said you would
This is not the kind of work that requires an ops manager. But it keeps landing on you because nobody else knows where the data lives.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, understands the structure, and through its built-in Streamtime integration it can pull your role data directly — no CSV export, no manual ID lookup. You just ask.
Open the workbook you want the rate card in and paste this:
Fetch all Streamtime roles into this Excel table with columns for ID, name, and active flag, then highlight inactive roles in red so I can archive them
What You Get
- Column A: every role ID from your Streamtime account
- Column B: the role name as it appears in Streamtime
- Column C: active or inactive flag for each role
- Inactive rows highlighted in red — visible at a glance without filtering
- All roles included so you can decide which to zero out or archive
What If the Data Is Not Quite Ready
The role IDs don't match what's in your quote template
Your quote template references role IDs from six months ago and Streamtime has since changed some of them.
Pull all Streamtime roles into columns A–C of this worksheet as ID, name, active — then check column F on the 'Quote Template' sheet and for each role ID in F that doesn't appear in column A, write 'STALE' in the adjacent column G
Some roles are archived but still appear in historical quotes
You need active roles for new quotes, but the historical workbook needs everything.
Pull all Streamtime roles — active and inactive — into the 'All Roles' worksheet with ID, name, and status in columns A–C, then copy only active roles to a second worksheet called 'Active Roles'
The rate card needs to merge with your cost-of-delivery estimates from a second worksheet
Your quoting process requires comparing the billable rate against internal cost estimates that live in the 'COD' worksheet.
Pull all active Streamtime roles into columns A–B of 'Rates', then look up each role name in column A of 'COD' and write the matching cost estimate into column C — flag any roles missing from 'COD' with 'MISSING' in column D
You want the full setup in one shot — pull roles, highlight stale ones, and count active
Pull all Streamtime roles into columns A–C, highlight any row where column C is 'inactive' in light grey, count the active roles and write that number into cell E1 labeled 'Active Role Count'
The pattern: combine the data pull, conditional formatting, and summary metric in a single prompt — no extra steps.
Try It
Open the Excel workbook where your team currently pastes the rate card before every quote. Get the 7-day free trial of SheetXAI and ask it to rebuild that rate card from your live Streamtime roles in one prompt. Then see the org details and onboarding spoke or return to the Streamtime hub overview for more.