The Scenario
Your support team just migrated off Zendesk. Before the cutover you exported 30 routing rules into an Excel workbook — the Routing Rules table has a Condition column, an ActionType column, and a TeamName column. Every rule needs to be recreated as a SupportBee automation before the Zendesk access is revoked on Friday.
The person who built the original Zendesk rules is no longer at the company.
The bad version:
- Open SupportBee automation settings, click Add Rule, fill in the condition from row 1, set the action type, select the target team, save
- Configure the consequence, create the filter, note the filter ID somewhere
- Advance to row 2, repeat
- By rule 6 you realize the team name "Customer Experience" in the spreadsheet does not match "CX Team" in SupportBee — you need to check whether the previous 5 rules also had this mismatch
30 rules. Three sub-steps each. The Zendesk contract expires Friday and you do not have the original builder to ask.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that creates full SupportBee automations from your routing rules table in one pass.
Create SupportBee automation filters from the Routing Rules table in Excel using Condition, ActionType, and TeamName columns to set up one rule and consequence and filter per row
What You Get
- One complete SupportBee automation — rule, consequence, and filter — created per table row
- The filter ID written back to the table so you have a reference for each automation
- Any failure — unrecognized team name, unsupported action type, API error — surfaced as a note in the status column rather than a silent stop
- A creation log you can review against the original Zendesk export to confirm completeness
What If the Data Is Not Quite Ready
Team names in the TeamName column do not match SupportBee exactly
Before creating automations, validate each team name in the TeamName column against the SupportBee team list; correct mismatches in the workbook, then create the full automation per row
You only want to recreate rules where ActionType is "assign"
Create SupportBee automations only for rows where ActionType equals "assign" — use Condition and TeamName for the rule and consequence
Some conditions appear on multiple rows with different teams — you want one rule with multiple consequences
Group rows by the unique Condition value; for each group create one SupportBee rule and one consequence per row in the group pointing to the TeamName; write the rule ID into the workbook for all rows in the group
Kill chain: validate team names, flag duplicate conditions, create automations, log filter IDs
Validate all TeamName values against SupportBee; flag rows where Condition duplicates another row in a new column; create the full automation for all valid rows; write the filter ID or error into the results column
One pass — validation, deduplication flagging, and creation before Friday's cutover.
Try It
Get the 7-day free trial of SheetXAI and open your routing rules workbook, then ask it to recreate all the SupportBee automations before the Zendesk contract expires. Also worth reading: bulk ticket creation from an Excel table, and the hub overview for all SupportBee workflows.