The Scenario
You are a customer success manager at a SaaS company. A product incident three days ago generated 80 bug reports collected in a shared Excel workbook — each row in the Incidents table has a Subject, Description, CustomerEmail, and Team. Engineering has signed off on the post-mortem. Now someone needs all 80 rows to become SupportBee tickets before the all-hands at 11 AM.
The bad version:
- Open SupportBee, click New Ticket, copy the Subject from the first row, paste the Description, type the customer email into the requester field, select the team from the dropdown
- Save, go back to Excel, advance to row 2, repeat
- At row 12 you realize you copied the Description from the wrong row — now you have to find which ticket has the wrong body and edit it in SupportBee
The all-hands is in 90 minutes and you have 68 rows left. You are supposed to be running the response debrief right now, not doing data entry.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that runs inside your Excel workbook and talks to SupportBee on your behalf. Open the SheetXAI sidebar, describe what you need, and it handles the API calls for every row.
In Excel, read the Incidents table and create one SupportBee ticket per row using Subject, Description, CustomerEmail, and Team columns, then write the returned ticket IDs back into column F
What You Get
- One SupportBee ticket created per row in the Incidents table
- Each ticket carries the subject, body, requester email, and team from the named columns
- The returned ticket ID written to column F immediately after each creation
- Any row where creation fails gets an error note in column F rather than an ID — nothing silently disappears
What If the Data Is Not Quite Ready
Team names in the Team column do not match SupportBee exactly
Before creating tickets, validate each value in the Team column against the SupportBee team list; correct any mismatches in the workbook, then create the ticket using the corrected team name and write the ticket ID into column F
Some rows are missing a CustomerEmail value
Create SupportBee tickets only for rows where CustomerEmail is not empty; for rows with a blank email write "skipped — no requester email" into column F and move on
The workbook mixes incidents from two different products and you only want the rows tagged "billing" in column G
Create SupportBee tickets only for rows where column G contains the word "billing" — use Subject, Description, CustomerEmail, and Team for each ticket; write the ticket ID into column H
Kill chain: deduplicate rows, correct team names, then create tickets and log results
Remove rows where Subject and CustomerEmail are both duplicates of another row; fix team names in the Team column against the SupportBee team list; create one ticket per remaining row using Subject, Description, CustomerEmail, and Team; write ticket ID or error into column F
One pass — deduplication, correction, and creation before the all-hands starts.
Try It
Get the 7-day free trial of SheetXAI and open your incident workbook with the SupportBee integration active, then ask it to turn every row into a ticket. Also worth reading: how to export open tickets back to Excel, and the hub overview for all SupportBee workflows.