The Scenario
You are a data analyst at a fintech company that uses MX to categorize transactions for 500 users. Your product team just discovered an inconsistency: some users' transactions are being miscategorized, and the suspicion is that transaction rules set up by individual users are overriding the default categorization in unexpected ways.
Your manager asked you to document all existing transaction rules — match patterns and category assignments — for a representative sample of users. You have 20 user GUIDs in column A. You have one rule GUID in column B for each user that has been flagged, and need the full rule detail pulled for those specific rules.
The bad version:
- For each of the 20 rows, call the MX get-transaction-rule endpoint with the user GUID and rule GUID.
- Copy the match description, category assignment, and rule priority from each response into columns C, D, and E.
- Pull additional rules for users who have more than one suspicious rule flagged — discovering that 8 of the 20 users have multiple rules but only one was pre-flagged.
Twenty targeted lookups, then another eight lookups after you realize the scope is larger than the sample you were given.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that runs inside your Google Sheet. It reads the user GUIDs and rule GUIDs from your sheet, fetches the full rule details from MX, and writes match patterns, categories, and priorities back to the same rows.
Fetch the transaction rule for MX user USR-abc123 with rule GUID TXR-001 and write the match description, category, and rule priority to this sheet.
What You Get
- Column C: rule match description or pattern.
- Column D: category the rule assigns to matching transactions.
- Column E: rule priority as returned by MX.
- For any row where the rule GUID returns no result, column C gets "Rule not found".
What If the Data Is Not Quite Ready
You want all transaction rules for each user, not just the one flagged rule GUID
For each user GUID in column A, fetch all transaction rules from MX and write each rule's match description, category, and priority to a new row — repeat the user GUID in column A for each rule row so you can filter by user.
Some rules have the same match pattern across multiple users and you need to deduplicate
For each user GUID in column A, fetch all transaction rules from MX and write match description, category, and priority to columns C, D, E — in column F flag any match description that appears for more than one user as "Shared pattern".
You need to cross-reference rule categories against MX's standard category list to find non-standard assignments
For each user GUID in column A, fetch all transaction rules and write match description, category, and priority to columns C, D, E — in column F check whether the category in column D appears in the Standard Categories tab column A and write "Standard" or "Non-standard".
You want a full rules audit: all rules for all 20 users, duplicate pattern detection, non-standard category flagging, and a summary of the most common overrides
For each user GUID in column A, fetch all MX transaction rules and write user GUID, match description, category, and priority to columns A through D — in column E flag rules whose match description appears for more than one user — in column F flag non-standard categories by checking against the Standard Categories tab — in an Audit Summary tab show the five most common match patterns, the five most common category overrides, and the number of non-standard category assignments.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet with MX user GUIDs and rule GUIDs, then ask it to pull all transaction rules and flag any non-standard category assignments or shared patterns. For auditing the full user roster alongside those rules, see the MX user roster audit article.