The Scenario
An IT audit is coming up next week. The auditor wants a complete list of every person who has access to Lever — name, email, and permission level — compared against the current HR system to flag anyone who left the company but still has an active account. You have 75 Lever users and no automated way to pull them.
The bad version:
- Log into Lever as an admin, navigate to the users section, scroll through all 75 users
- Export whatever Lever gives you, find that the CSV has more columns than you need and fewer columns formatted the way the auditor asked
- Copy the relevant fields into the audit template, realize deactivated users are in a separate view, and repeat the export for that section too
The auditor has a Tuesday deadline. Your IT team has three other audits running simultaneously.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It pulls every Lever user — active and deactivated — into the columns your audit template requires, in one pass.
Open your access audit sheet and type:
List all active users in Lever and write each person's name, email, and access role into columns A through C of this sheet — one row per user
What You Get
- Column A: user's full name
- Column B: user's email address
- Column C: access role as it appears in Lever
- One row per active user
- No duplicates
What If the Data Is Not Quite Ready
The audit requires both active and deactivated users
Export all Lever users including deactivated ones into this sheet with name, email, role, and deactivation date into columns A through D — flag rows in Column E with 'Deactivated' where the user has a deactivation date
You need to cross-reference against your HR system
List all active Lever users and write name and email into columns A and B. Then look up each email against Column A of the HR System tab — write 'Match' in Column C if found, 'Not in HR system' if not found
The audit requires a count by role type
List all Lever users and write name, email, and role into columns A through C. Then starting in column E, write a summary of how many users have each role — role name in Column E, count in Column F
Full user export, cross-reference, deactivation flags, and role summary in one prompt
Export all Lever users including deactivated ones — name, email, role, and deactivation date in columns A through D. Flag Column E as 'Active' or 'Deactivated'. Then look up each email against the HR System tab Column A and write 'In HR' or 'Missing from HR' in Column F. Finally, write a role summary starting in column H
One prompt delivers the complete audit package.
Try It
Get the 7-day free trial of SheetXAI and open your access audit sheet, then ask it to pull every Lever user with whatever cross-reference your IT or HR team needs. See also the spoke on bulk-creating Lever users or return to the Lever integration overview.
