The Scenario
You are the IT admin at a company that just added Brex as its corporate card platform. The head of IT wants a complete user directory in a Google Sheet by end of day: every Brex user, their department, job title, whether they have an active card, and what their current monthly spending limit is.
There are eighty-three employees in Brex. The request came in at 2 PM.
The slow version:
- Log into Brex admin, navigate to Users
- Click into each user profile one by one
- Copy the name, email, department, title, card status, and limit into a spreadsheet
- Eighty-three times
- Realize the export button on the Users page does not include spending limits
- Go back and click into each profile again for the limit column
- It is 5:30 PM and you are on user sixty-one.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI pulls the complete user directory from Brex, including spending limits and card status, in one pass.
Open the SheetXAI sidebar and type:
Pull all Brex users into this sheet. Include user ID, full name, email address, department, job title, monthly spending limit, and whether they currently have an active card assigned. Sort alphabetically by last name.
SheetXAI calls Brex, retrieves all eighty-three users, writes every column, and sorts the sheet. You send the link to the head of IT before the day ends.
What You Get
A complete user directory sorted by last name:
- User ID — for cross-referencing with HR systems
- Full name — first and last
- Email — their Brex login
- Department — as set in Brex
- Job title — as set in Brex
- Monthly spending limit — their current approved limit
- Active card — yes or no
One prompt replaces eighty-three individual profile clicks. And unlike a Brex CSV export, this includes spending limits in the same row as card status.
What If the Data Is Not Quite Ready
IT audits always want more than just a raw list. SheetXAI can layer in additional data and flags in the same prompt.
When you need to flag users who have a card but no spending limit set
Some users were issued cards during onboarding before limits were configured. Those users have unlimited spend.
Pull all Brex users into this sheet with the standard columns. Add a flag column called "Needs Limit Review" that says YES for any user who has an active card but whose monthly spending limit is blank or zero. Sort with flagged users at the top.
When you need to cross-reference against the HR system
You have an Employee Directory tab in this sheet with the canonical employee list from your HRIS. You want to find Brex users who do not appear in HR's list.
Pull all Brex users into the Brex Users tab. Compare the email column against the emails in the Employee Directory tab. Add a column called "In HR System" — write YES if the email matches, NO if it does not. Sort NO rows to the top so you can investigate terminated users who still have Brex access.
When the report needs to be broken out by department
The department heads each want to review only their own team's Brex access, not the full company list.
Pull all Brex users into this sheet with the standard columns. After the main list, create a separate tab for each department showing only that department's users with their card status and spending limit. Add a summary tab showing user count and total monthly spend limit per department.
When you need to audit inactive users who still hold cards
Some users who left the company or moved to contractor status may still have active Brex cards.
Pull all Brex users into this sheet with the standard columns. Cross-reference the email column against the Terminated Employees tab in this workbook. For any Brex user whose email appears in the Terminated Employees tab, flag them in a column called "Access Risk" and write the termination date from the Terminated Employees tab next to them.
The pattern: pull the raw directory, then use the same prompt to apply the cross-reference logic your audit requires.
Try It
Get the 7-day free trial of SheetXAI and open a blank Google Sheet the next time IT asks for a Brex user audit, then ask it to pull the complete directory with spending limits and card status. The Brex integration is included in every SheetXAI plan. See also how to export Brex expenses for an audit or the Brex in Google Sheets overview.