The Scenario
The IT security analyst gets a quarterly request from the compliance team: verify that no former employees still have active Timely accounts. The HR system has the current employee list. Timely has its own user list. Nobody has compared the two in six months. The analyst has 45 minutes before the compliance report is due and no idea how to get the Timely user list into a format that's easy to cross-reference.
The bad version:
- Log into Timely as an admin, navigate to the user management section, scroll through the list
- Try to export the user list — discover the export only includes names, not emails or roles
- Manually transcribe email addresses from the UI into an Excel workbook, then cross-reference against the HR export
The whole point of the audit is to catch accounts that shouldn't exist. Spending 30 minutes just getting the user data into a workable format leaves almost no time for the actual analysis.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your workbook and through its built-in Timely integration it can pull the full user list — with IDs, emails, and roles — directly into your workbook in one pass.
List all users in my Timely account and write them to my Access Audit worksheet with columns for user ID, name, email, and role
What You Get
- One row per Timely user, written into the Access Audit worksheet
- Columns: user ID, name, email address, role (admin, member, etc.)
- The full list in one shot — no scrolling through the UI, no incomplete exports
What If the Data Is Not Quite Ready
You need to cross-reference against the HR system immediately
Pull all Timely users into my Access Audit worksheet with user ID, name, and email — then look up each email against my HR Export worksheet and flag any Timely user whose email is not in the HR list in column E
You only want to see users with admin roles
List all Timely users with the admin role and write them to my Access Audit worksheet with user ID, name, email, and last login date
You need to find users who have never logged time
Pull all Timely users into my Access Audit worksheet with user ID, name, and email — then check each user's total time entries and add the count in column E, flagging any user with zero entries in column F
Full access audit in one pass
Pull all Timely users into my Access Audit worksheet with ID, name, email, and role — look up each email against my HR Export worksheet, flag users not in HR in column E, flag users with admin roles in column F, and add a count of flagged records at the top of the workbook
The pattern: pull the user list and run the cross-reference in a single ask so the audit is ready to review without a second manual step.
Try It
Get the 7-day free trial of SheetXAI and open your access audit sheet, then ask it to pull the Timely user list. For checking individual user capacity settings, see the spoke on checking user capacity in Timely.