The Scenario
Quarterly access review. The security team needs every member of the company Trello organization exported with their role, email, and full name — in Excel, for compliance, by Friday. You have 80-plus members, some with admin rights, some who joined six months ago and probably should not still have access.
The bad version:
- Open the Trello workspace settings, navigate to the members list, start copying names and roles by hand.
- Realize the UI does not show email addresses on the members list — you have to click each person's profile.
- Hit member 40 and lose column alignment because one row had a different number of fields.
Access data is sensitive enough that transcription errors are not acceptable, and tedious enough that you will make them.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It pulls the full member list from your Trello organization — names, usernames, emails, and roles — in one API call and writes it into your workbook.
Open a blank worksheet and paste:
Get all members of our Trello organization and write their full name, username, email, and membership type (admin/normal/observer) into this sheet.
What You Get
- One row per member with full name, username, email, and role.
- Admin accounts are clearly labeled, making privilege review straightforward.
- The output is ready to sort, filter, or cross-reference against your HR roster without manual cleanup.
What If the Data Is Not Quite Ready
You need to identify members who have not yet accepted their invitation
Fetch all members invited to our Trello organization who have not yet accepted, and write their email and invitation date into this Excel sheet for follow-up.
You want to separate admins from regular members into different worksheets
Get all members of our Trello organization. Write admins into a worksheet called "Admins" and non-admin members into a worksheet called "Members", each with full name, username, email, and join date.
You need to cross-reference against an existing HR list in the workbook
Get all members of our Trello organization and write their full name, email, and role into columns A through C. Then, for each row, check if the email appears in column E of this sheet (the HR list) and write "match" or "not in HR list" into column D.
Full access audit export in one shot
Get all members of our Trello organization. Write full name, username, email, membership type, and join date into this sheet. Sort by membership type so admins appear first. Flag any member in column F whose email domain is not our company domain.
The pattern: pull the complete member picture into a workbook once, then apply your own review criteria on top.
Try It
Open a blank Excel workbook and Get the 7-day free trial of SheetXAI — then ask it to produce your full Trello org member export before the compliance deadline. See also auditing board member access or the Trello integration overview.