The Scenario
A sensitive "Legal Matters" Trello board is about to be shared with outside counsel. Before that happens, your ops manager needs to verify that only the correct 12 people have access — names and roles — and the evidence needs to live in an Excel file for the record.
The bad version:
- Open the board, navigate to the member settings panel, start writing down names and roles.
- Discover the UI shows usernames, not full names — spend 10 minutes cross-referencing the org member list.
- Miss the two people with "observer" access because the panel buries them below the fold.
A permissions review done by reading a UI panel and copying into a workbook is not a review — it's a transcription job with legal stakes attached.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads board membership data from Trello and writes every member's name, username, and role into your workbook — including observers — in one call.
Open a blank worksheet and paste:
Fetch all memberships for the Trello board ID in cell A1 and write member name, username, role, and whether they have accepted their invite into this Excel sheet.
What You Get
- One row per board member with full name, username, and role.
- Observer-level members are included and clearly labeled — not hidden below visible admins.
- Invitation acceptance status is captured so you can spot people who were invited but never joined.
- The output is ready to forward for review or compare against an approved-access list.
What If the Data Is Not Quite Ready
You need data for multiple boards at once
For each board ID in column A of this sheet, get all members of that Trello board and write their name, username, and role into the rows below, with the board name in column D.
You want to cross-reference against an approved-access list already in the workbook
Get all members of the Trello board named "Legal Matters" and write their username and role into columns A and B. Then, for each row, check if the username appears in column D of this sheet (the approved list) and write "approved" or "not on approved list" into column C.
You want to find observers specifically across multiple boards
For each board ID in column A of this sheet, get all members with a role of "observer" and write their full name, username, and the board name into this workbook.
Full board permissions snapshot in one shot
Get all members of the Trello board named "Legal Matters". For each member, write: full name, username, email, board role, and invitation acceptance status. Flag in column F any member whose role is "admin" so they are immediately visible in the audit.
The pattern: export the actual access state first, then compare it to what should be there.
Try It
Open an Excel workbook and Get the 7-day free trial of SheetXAI — then ask it to pull the full membership list for any Trello board so you can hand a clean permissions table to legal or compliance. See also exporting workspace members or the Trello integration overview.