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SupportBee · Excel Guide

Audit and Update SupportBee Snippets From a Excel

2026-05-15
5 min read

The Scenario

A new support manager inherited 60 SupportBee snippets when she took over the team two months ago. She has never read most of them. Some reference discontinued products. Some are duplicates with slightly different wording. She wants the entire library in an Excel workbook so the team can mark each snippet as keep, update, or delete during their next sprint review — and then apply all those decisions back to SupportBee in one pass.

The bad version:

  • Open SupportBee settings, navigate to Snippets, open the first one, copy the name into Excel, copy the body, note the tags
  • Close it, open the next snippet, repeat
  • 60 snippets. After 25 minutes you have 30 rows but you forgot the ID column — now you need to go back through all 30 snippets again to get the IDs you need to run the update pass

The export alone costs a morning. The update pass — going back through SupportBee to delete or edit based on the review column — costs another morning.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent inside your Excel workbook that exports all SupportBee snippets and then applies your team's review decisions in a second pass.

Fetch all SupportBee snippets and write each one's ID, name, body text, and tags into columns A through D so the team can review and mark actions in column E

What You Get

  • Every SupportBee snippet written into the workbook: ID in column A, name in column B, body in column C, tags in column D
  • One row per snippet — consistent format, no missing fields
  • Column E left blank for the team to fill in with "keep", "update", or "delete"
  • The IDs in column A ready for the second-pass prompt that applies the decisions

What If the Data Is Not Quite Ready

After review, you want to apply all decisions in one pass

Read this workbook and for each row where column E is "delete" call SupportBee to delete that snippet; where column E is "update" update the snippet name to column B and body to column C; skip rows where column E is "keep" or blank

The export reveals duplicate body text across multiple snippets

After fetching all SupportBee snippets into columns A through D, identify rows where column C is an exact duplicate of another row; write "duplicate" into column E for the newer of the two so the team knows to review them

You want to export only snippets that do not have an "active" tag

Fetch all SupportBee snippets and write only those whose Tags column does not contain the word "active" — write their ID, name, body, and tags into columns A through D for review

Kill chain: export snippets, flag duplicates, wait for review, then apply all deletions and updates

Fetch all SupportBee snippets into columns A through D; for any snippet whose body text duplicates another row write "duplicate — review" in column E for the newer entry; then in a second prompt after the team has reviewed — delete snippets where column E is "delete" and update snippets where column E is "update" using name from column B and body from column C

Two prompts: export and flag first, apply decisions second.

Try It

Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask it to export all your SupportBee snippets so your team can review and clean the library this sprint. Also worth reading: bulk snippet creation from an Excel table, and the hub overview for all SupportBee workflows.

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