The Scenario
The operations manager at a mid-sized nonprofit has been at the organization for six months. When she inherited the Humanitix account, it had been in active use for three years — which means it also inherited three years' worth of ad-hoc tagging by at least four different people. She can see that tags exist. She has no idea how many, what they're called, or whether half of them are duplicates of each other spelled slightly differently.
The board has asked for a taxonomy review before the new fundraising year starts. That review starts with: what tags do we actually have?
The bad version:
- Log into Humanitix and navigate to the tags or settings area. Find the tag list — if there even is a browsable one in the UI.
- Start recording tag names manually in a spreadsheet. There's no bulk export button.
- Click through pages of results, copy each tag name, paste it into the sheet, note the ID. Realize partway through that you've missed some because the list is paginated and you clicked past a page.
The taxonomy review is supposed to happen by end of month so the team can consolidate before configuring next season's events. There are probably 80+ tags. Manual transcription isn't a plan — it's a way to introduce new errors into the thing you're trying to clean up.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. Through its Humanitix integration, it can retrieve your full tag list — every ID, every name — and write it directly into the sheet. No manual navigation, no pagination clicking.
Open a blank sheet and paste this into the SheetXAI sidebar:
Retrieve all tags from my Humanitix account and list each tag ID, tag name, and creation date in this sheet. One tag per row, starting at row 1.
What You Get
- Column A: tag ID
- Column B: tag name
- Column C: creation date (if available from the API)
- One row per tag, complete list
- If creation date isn't returned by the API for a given tag, column C shows "N/A" rather than an empty cell
What If the Data Is Not Quite Ready
You need the tags sorted alphabetically so you can spot near-duplicates visually
Retrieve all tags from my Humanitix account and write tag ID to column A and tag name to column B. Sort the results alphabetically by tag name before writing to the sheet.
You want to flag any tags whose names are substrings of another tag (potential duplicates)
Retrieve all Humanitix account tags and write tag ID to column A and tag name to column B. Then scan column B and add a "Potential duplicate" flag in column C for any tag name that is a substring of another tag name in the list.
You need to join the tag list against a second sheet that maps tag names to program areas
Retrieve all Humanitix tags and write tag ID to column A and tag name to column B. Then look up each tag name in the "Programs" tab column A and write the matched program area from column B into column C of this sheet. If no match, write "Unassigned."
Pull the full tag list, flag duplicates, and generate a consolidation recommendation in one pass
Retrieve all tags from my Humanitix account. Write tag ID to column A, tag name to column B. Then identify any groups of tags that appear to be duplicates (same name, different casing, or one is a substring of another) and list the consolidation recommendations in a separate section below the tag list, with suggested canonical names.
You're not running cleanup and analysis as two separate sessions — you're asking for both in the same prompt.
Try It
Get the 7-day free trial of SheetXAI and open a Google Sheet, then ask it to pull every tag from your Humanitix account so your taxonomy review has something real to work from. For pulling full event records by ID, see the event details spoke, or visit the Humanitix hub for the full list of available workflows.