The Scenario
The executive sync is in 90 minutes. The head of support needs a list of all open tickets tagged 'enterprise-escalation' that were created in the last 30 days and assigned to the 'Enterprise Support' group. He wants it in the Excel workbook that gets shared in the meeting.
The support analyst who usually pulls this data is out. You have the workbook open and you've been handed the task.
The bad version:
- Log into Zendesk, navigate to the search bar.
- Try to remember the search syntax. Something like "tags:enterprise-escalation status:open created>30days group:'Enterprise Support'" — but you're not sure if the date syntax is right.
- Run the search. Export to CSV. Import into Excel.
- Discover the export has 25 columns and the meeting workbook only has space for six of them.
- Delete 19 columns. Rename the remaining ones to match the workbook headers. Realize the requester name is still listed as an ID.
90 minutes felt like enough time. It is not enough time.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It translates your plain-language description into a Zendesk search and writes the results with exactly the columns you need.
Open the SheetXAI sidebar in the meeting workbook and paste:
Run a Zendesk search for tickets assigned to group 'Enterprise Support' with priority 'high' and export the results into this Excel sheet with ticket ID, subject, created date, and requester email
What You Get
- One row per matching ticket.
- Ticket ID, subject, created date, and requester email in the exact columns you named.
- Requester email (not ID) so no lookup table is needed.
Meeting-ready in one prompt. 90 minutes feels like enough time again.
What If the Data Is Not Quite Ready
You need to filter by multiple tags
Search Zendesk for all tickets tagged 'enterprise-escalation' or 'vip-client' with status 'open' created in the last 30 days — write ticket ID, subject, priority, assignee, and created date to this Excel sheet
Multiple tags handled in the same ask.
You need to exclude a specific assignee group
Search Zendesk for all open tickets with priority 'high' or 'urgent' NOT assigned to the group 'Tier 1 Support' — write ticket ID, subject, assignee name, group name, and created date to this Excel sheet
Exclusion filter in plain language.
You want to include age in days as a column
Search Zendesk for all open tickets tagged 'enterprise-escalation' created in the last 30 days — write ticket ID, subject, priority, requester email, assignee, and age in days to this Excel sheet
Age in days calculated inline.
Full executive briefing from search results
Search Zendesk for open tickets with tag 'enterprise-escalation' created between 2026-04-15 and 2026-05-15 — write ticket ID, subject, priority, requester name, requester org, assignee, and created date to the 'Tickets' worksheet. On the 'Overview' worksheet, write the total count, breakdown by priority, and breakdown by assignee group
Ticket list and breakdown summary — two worksheets, one prompt, meeting-ready with time to spare.
Try It
Get the 7-day free trial of SheetXAI and open the meeting workbook, then describe the Zendesk search you need to run. Related: bulk-update the tickets you find to act on the results, or return to the Zendesk integration guide.