The Scenario
You're the operations lead at a 35-person architecture firm. Someone from HR sent you a message this morning: two new project managers are starting Monday and need the firm's Streamtime onboarding materials by Friday.
The problem is that "onboarding materials" for Streamtime means three things: the firm's org ID and plan name, the full list of defined roles, and something they can actually open without emailing you every five minutes. A single Excel workbook would do it. You don't have one.
Last time you did this, you opened Streamtime, copied the org details from the settings page, then navigated to roles and exported a CSV, cleaned it up, manually combined everything into one worksheet, and sent it. That was a month ago. You don't remember the exact steps and you have three other things due today.
The bad version:
- Find the org ID and plan name buried in Streamtime's account settings — not on the main dashboard — and copy them before you lose them
- Export the role list, open the CSV in Excel, rename headers, remove columns you don't need, transfer everything to the onboarding workbook
- Manually align the org metadata row above the role table, check that nothing shifted, and realize one role ID is blank because the export dropped it
The new PMs start Monday. The cognitive tax of rebuilding this from scratch — again — is not a reasonable use of your Friday.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook and through its Streamtime integration pulls both org metadata and role data in a single request — no separate exports, no manual merging.
Open the onboarding workbook and paste this:
Fetch Streamtime org details and export every role into this Excel sheet — put org metadata in a header row then list roles underneath with ID, name, and status
What You Get
- Row 1: org name and org ID from your Streamtime account settings
- Rows 3 onward: the full role list with role ID in column A, role name in column B, and active status in column C
- Row 2 left as a visual separator between the metadata header and the role table
- All roles included — active and inactive — so new PMs see the complete picture
What If the Data Is Not Quite Ready
The plan name isn't visible in the org details that came back
Streamtime returned the org ID and name but the plan name isn't surfacing.
Get Streamtime org details and write whatever fields are returned into row 1, with the field name in the cell above and the value below — so I can see what the API actually returns before I decide what to display
You need the role list filtered to active roles only for new PM onboarding
Archived roles create confusion on day one when a new PM is trying to figure out where to log time.
Get Streamtime org details into row 1, then pull only active roles below that starting in row 3 with ID, name, and status — skip any role where active is false
HR wants a clean roles-only worksheet alongside the combined reference worksheet
The combined view is good for reference, but HR wants a standalone roles tab for the training deck.
Get all Streamtime roles and write them into the 'Role List' worksheet with ID in column A, name in column B, active in column C, formatted as a table with a header row — then put org name and ID into cells A1 and B1 of the 'Reference' worksheet
You want the complete onboarding workbook built in one pass — org metadata, active roles, and an archived roles worksheet
Get Streamtime org details and write org name and ID into row 1 of 'Reference', then pull all roles: write active roles into rows 3+ of 'Reference' and write all inactive roles into a separate 'Archived Roles' worksheet with the same column structure — fill the 'Archived Roles' tab header in grey
One prompt builds the whole workbook instead of three separate export-and-paste sequences.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook you'd normally build by hand for a new hire's onboarding. Ask it to pull your Streamtime org details and full role roster in one shot. Then visit the rate card spoke or return to the Streamtime hub overview for more.