The Scenario
Quarterly access review. The security team sent a calendar invite for next Tuesday and they need one thing from you: a complete list of every SupportBee agent with their name, email, role, and team, cross-referenced against the HR active employee list. Your company has 45 SupportBee agents across 6 teams.
You do this every quarter. Every quarter it takes most of a morning.
The bad version:
- Open SupportBee admin, go to Users, start scrolling through the agent list and copying names and emails into an Excel workbook
- Navigate to Teams, figure out which team each agent belongs to by cross-referencing the team member lists in a separate browser tab
- After an hour you have 40 of the 45 agents captured but you are not confident the team column is right because you had to infer some memberships from context
45 agents. The cross-referencing between Users and Teams views is the part that kills the morning.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that exports your full SupportBee user and team roster in one shot — no pagination, no screen-switching.
Pull all SupportBee users and teams into Excel — one sheet per resource — with agent name, email, role, and team name columns
What You Get
- A Users worksheet with every SupportBee agent: name, email, role, and team — one row per user
- A Teams worksheet with every team: name and description — one row per team
- No pagination gaps — the complete roster regardless of agent count
- Both sheets formatted consistently and ready to hand directly to the security team
What If the Data Is Not Quite Ready
You also need to cross-reference against the HR active employees list already in the workbook
Pull all SupportBee users into a sheet named "SupportBee Users" with Name, Email, and Role columns; then for each row in the "HR Active" sheet check whether the email appears in SupportBee Users and write "found" or "not in SupportBee" into a new column
You want to flag any admin-role accounts not on the approved admins list in column A
Pull all SupportBee users into a sheet named "Users"; for any user where Role is "admin" and their email does not appear in column A of this workbook, highlight that row in orange
The security team wants a single combined sheet with users and their team in one view
Pull all SupportBee users and teams and join each user to their team name; write the combined result to a single sheet named "Access Review" with columns for Name, Email, Role, and Team
Kill chain: pull users and teams, join, cross-reference against HR, flag discrepancies
Pull all SupportBee users and teams; join each user to their team name; write to a sheet named "Access Review"; compare the Email column against column A of the "HR Active" worksheet and write "match" or "no HR record" into a new column; highlight "no HR record" rows in yellow
One prompt — export, join, cross-reference, and flagging for the Tuesday access review.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook before your next quarterly access review, then ask it to pull the complete SupportBee user and team roster. Also worth reading: bulk agent invitation from an Excel table, and the hub overview for all SupportBee workflows.