The Scenario
The support process redesign is six weeks away. Before the team changes anything, the ops director wants every macro documented — 200 of them — so the redesign committee can decide what to keep, what to merge, and what to kill.
The Excel workbook for the redesign project is already set up with a 'Macros' worksheet. It has columns: Macro ID, Title, Access Level, Actions, Status. Nobody has started filling it in because nobody has found a way to get 200 macros out of Zendesk and into Excel without clicking through each one manually.
The bad version:
- Open Zendesk Admin, navigate to Macros.
- Click macro 1. Note the title, access level, and each action. Switch to Excel. Enter the data.
- Go back. Click macro 2.
- At macro 50, the committee's preliminary review meeting is in an hour and you've documented 25% of the inventory.
The redesign can't start without this data. The committee can't make good decisions without a complete picture. And the complete picture can't exist without someone sitting through 200 macro pages.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It uses the Zendesk integration to pull the full macro list with actions and write everything to your workbook in one pass.
Open the SheetXAI sidebar in the redesign workbook and paste:
List all Zendesk macros and populate this Excel sheet with macro ID, name, active status, and a summary of the actions and field changes each macro applies
What You Get
- One row per macro.
- Macro ID, name, active status, and action summary in the four columns.
- Both active and inactive macros included by default — complete inventory.
200 macros documented. The redesign committee has what they need to start planning.
What If the Data Is Not Quite Ready
You want active and inactive macros in separate worksheets
List all Zendesk macros and put active ones in the 'Active Macros' worksheet and inactive ones in the 'Inactive Macros' worksheet — macro ID, name, access level, and actions in each
Two-worksheet split for the review process.
You need the access level breakdown for the committee review
List all Zendesk macros grouped by access level — put personal macros in the 'Personal' worksheet, group macros in the 'Group' worksheet, and global macros in the 'Global' worksheet. Include macro ID, name, active status, and actions in each
Three-worksheet split by access scope.
You want to identify macros that perform the same actions for potential merging
List all Zendesk macros to the 'All Macros' worksheet — macro ID, name, access level, active status, actions. On the 'Possible Duplicates' worksheet, list any two macros whose action sets appear identical
Duplicate candidates identified for the committee.
Full macro inventory for the redesign kickoff
List all active Zendesk macros to the 'All Macros' worksheet — macro ID, name, access level, and actions. On the 'Summary' worksheet, write the total count, count by access level, and count by action type (status change, assignee change, tag add, comment)
Full inventory plus action-type breakdown — one prompt, committee review can begin Monday.
Try It
Get the 7-day free trial of SheetXAI and open your redesign workbook, then export the macro inventory. Related: export triggers to document the automation rules the macros interact with, or return to the Zendesk integration guide.