The Scenario
You are a telecom ops analyst at a call center. It is the end of Q2 and your manager needs a phone number inventory for the quarterly audit. You have 30 Synthflow phone numbers spread across the workspace.
The audit workbook needs every number, its status, and its linked agent name, by Friday at 5 PM. It is Thursday morning.
The slow version:
- You open the Synthflow dashboard and navigate to the phone numbers section
- You read each number, its status, and linked agent one by one
- You type them into the Excel Phone Inventory tab
- On number 22, you accidentally skip a row in Excel and do not notice until number 29
- You cross-reference the dashboard and the workbook to find the missing number
- You submit the audit with 29 of 30 numbers and a note that you will follow up.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that fetches the full Synthflow phone number list and writes it to the Phone Inventory tab in one pass, with no manual copying or counting.
Open the SheetXAI sidebar and type:
In Excel, list all Synthflow phone numbers in the workspace and write number, workspace ID, and status into the 'Phone Inventory' tab.
SheetXAI calls the Synthflow API, retrieves all 30 phone numbers, and writes the three columns. The audit workbook is ready before lunch.
What You Get
A complete phone number inventory in the Phone Inventory tab with 30 rows and three columns:
- Number column — each phone number
- Workspace ID column — workspace assignment
- Status column — current status (active, inactive, porting)
Every number is pulled directly from the API. No manual copying, no counting errors, no missed rows.
What If the Data Is Not Quite Ready
Inventory workbooks need enrichment for a real audit. SheetXAI handles it inline.
When you need linked agent names alongside status
The audit form requires the display name of the agent each number is assigned to.
In Excel, list all Synthflow phone numbers and write number, workspace ID, status, and linked agent name into separate columns in the Phone Inventory tab. Flag any number with no linked agent as "unassigned."
When you need to cross-reference against a list of expected numbers
Your ops team has a master expected number list in the Expected Numbers tab. You want to see what is present and what is missing.
In Excel, fetch all Synthflow phone numbers and write them into the Number column of the Phone Inventory tab. Then cross-reference against the Expected Numbers tab and write "present" or "missing" into the Status column for each expected number. List Synthflow numbers not in the expected list in a separate section below.
When you need to flag numbers eligible for porting
The audit includes a porting review for numbers that may be moved to a new carrier.
In Excel, list all Synthflow phone numbers and write number, workspace, and status into the Phone Inventory tab. In a Porting Eligible column, write "portable" for numbers with active status and "not portable" for all others.
When you need to join phone numbers with Q2 call volume for the audit
The audit requires usage data alongside the inventory.
In Excel, list all Synthflow phone numbers and write number and linked agent model ID into columns A and B of the Phone Inventory tab. For each model ID, pull the total Q2 call count from Synthflow call analytics and write it into column C. Sort by column C descending so the highest-volume numbers appear first.
The pattern: a phone number inventory is a list read with enrichment, not a copy-paste job. One prompt replaces the manual audit.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook, then ask it to list your Synthflow phone numbers into a Phone Inventory tab. The Synthflow integration is included in every plan. For related workflows, see how to export your Synthflow assistant inventory into Excel or the Synthflow AI in Excel overview.