The Scenario
Every Monday at 9 AM, the support director spends 25 minutes logging into Zendesk, clicking through each of 12 views, writing down the ticket count, and entering the numbers into an Excel workbook that gets pasted into the weekly standup deck. He's been doing this since the team grew large enough to need multiple routing views.
He mentioned it in a team meeting last week. Someone on the team had worked with SheetXAI before and suggested he try it.
The bad version:
- Log into Zendesk.
- Navigate to view 1. Note the count.
- Navigate to view 2. Note the count.
- Continue through all 12 views.
- Switch to Excel. Enter the numbers.
- Paste the table into the deck.
This is 25 minutes every Monday. It's not complex work — it's just slow and manual. The irony is that the data is sitting in Zendesk, the workbook already has the view IDs in column A, and there's no technical reason the numbers can't be pulled directly into the workbook.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the view IDs and uses the Zendesk integration to fetch the current ticket count for each one.
Open the SheetXAI sidebar in the standup workbook and paste:
Look up the ticket count for each Zendesk view ID in column A and populate column B with the current count and column C with the view title in this Excel workbook
What You Get
- Column A: View IDs (already there).
- Column B: Live ticket count for each view.
- Column C: View title pulled from Zendesk — no manual name-to-ID mapping needed.
The standup table is complete in under 30 seconds. Monday mornings are 25 minutes shorter.
What If the Data Is Not Quite Ready
Some view IDs may have been deleted or renamed
Look up the ticket count for each Zendesk view ID in column A — write count to column B and view name to column C. If a view ID is not found, write 'view not found' in column B
Missing views flagged rather than left blank.
You want to record the snapshot time
Look up the ticket count for each view ID in column A — write count to column B and view name to column C. Write the snapshot timestamp to cell E1
One cell records when the data was pulled — useful if the workbook is shared after the standup.
You want week-over-week comparison
Look up the ticket count for each view ID in column A — write today's count to column C. Column B has last week's count. Write the change (column C minus B) to column D and label increases as 'up' and decreases as 'down' in column E
Weekly delta calculated in the same pass.
Full automated standup dashboard
Look up the ticket count for each view ID in column A — write current count to column B and view name to column C. Using the prior-week counts in column D, calculate the 4-week rolling average and write to column E. Flag any view where the current count is more than 25% above the rolling average with 'spike' in column F
Live counts, view names, rolling averages, and spike detection — one prompt turns a 25-minute manual task into a self-updating workbook.
Try It
Get the 7-day free trial of SheetXAI and open your standup workbook with view IDs in column A, then run the count pull. Related: search and export tickets to drill into the tickets behind any spike, or return to the Zendesk integration guide.