The Scenario
A group compliance officer handed off a spreadsheet-based org mapping to a colleague who has since left. The file existed somewhere in a shared drive, was last updated 8 months ago, and now has 2 organizations listed that don't exist in 21RISK anymore and is missing 3 that do. Rebuilding it from scratch would mean logging into 21RISK, clicking through each organization, counting the sites, and noting the open audit items — and there are 5 subsidiaries with between 8 and 25 sites each.
The bad version:
- Navigate to each organization in 21RISK, count the sites listed, note the number of open audit items from the dashboard.
- Type all of that into the sheet manually while 21RISK and the spreadsheet are open in two side-by-side windows.
- Discover midway through that one organization's site count changed last week because two locations were merged, and now you're not sure if the count you recorded 10 minutes ago is already stale.
The data lives in 21RISK. Getting it into a spreadsheet is a copying task, and copying tasks are error-prone.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It reads the sheet and talks to 21RISK directly. One prompt builds the mapping table — organizations, site counts, and open item rollups — without you touching 21RISK manually.
List all 21RISK organizations with their site counts and the total number of open audit items per organization, then paste them into this sheet starting at row 2 — organization name in column A, site count in column B, open items in column C — sorted by organization name alphabetically
What You Get
- One row per organization in 21RISK, alphabetically sorted.
- Column A: organization name. Column B: number of sites under that organization. Column C: total open audit items across all sites in the organization.
- If an organization exists in 21RISK but has zero sites attached, it still appears in the list with a 0 in column B.
What If the Data Is Not Quite Ready
You want to compare the new pull against the existing stale data in the sheet
If last year's mapping is already in the sheet in columns A through C, you want to see what changed without overwriting it.
Pull all 21RISK organizations with site counts into columns E, F, and G starting at row 2 — same column structure as A through C — then add a column H showing the difference in site count between the current pull (column F) and the existing data (column B). Label column H "Site Count Change".
Some organizations are subsidiaries and you want to group them under a parent label
Your legal structure has 2 parent entities with multiple subsidiaries each. The sheet needs to show the hierarchy.
Pull all 21RISK organizations and their site counts into this sheet, then add a column C with the parent entity label for each organization using this mapping: "Northern Group", "Northern Logistics", "Northern Facilities" → "Northern Holdings"; everything else → "Southern Holdings"
You need a list of all site names under each organization, not just the count
The mapping table sometimes needs a full site roster instead of just a count.
Pull all 21RISK organizations and for each one list all the site names in column B as a comma-separated list, one organization per row, with the organization name in column A and site count in column C
Full kill chain: pull orgs, merge with site list, flag stale records, and add a last-audit date
Pull all 21RISK organizations with site counts and the date of the most recent audit per organization, write to this sheet starting at row 2 with organization name in A, site count in B, open items in C, and last audit date in D, then highlight any organization in column D where the last audit is more than 90 days ago in yellow
When leadership asks which subsidiaries haven't had a recent audit, column D already has the answer.
Try It
Get the 7-day free trial of SheetXAI and open the Google Sheet where you're rebuilding your org-to-site mapping, then ask it to pull the current organization structure from 21RISK. You can also look at how to export site property data into a register or review the 21RISK integration hub.