The Scenario
Your company's annual security review is next Tuesday. The IT compliance team just emailed asking for a list of all Pipeline CRM users with their roles and admin status — exported to a Google Sheet so it can be included in the audit package. You're the sales systems admin. You've never had to do this before and you're not sure the CRM has a built-in user export.
The bad version:
- You log into Pipeline CRM's admin panel, navigate to the Users section, and find a list of 25 users.
- You start copying names and emails into a Google Sheet, manually noting each person's role and whether they have admin access.
- You realize the CRM doesn't have a native user export and you've just committed to transcribing 25 records by hand.
- You finish, send the sheet to the compliance team, and they come back asking for account status (active vs. inactive) — a field you didn't include.
- You go back in and add the column manually.
The audit deadline doesn't move because the export was harder than expected.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It can pull the full Pipeline CRM user list with roles, admin status, and account status directly into the sheet — no manual transcription, no missed fields.
List all users in Pipeline CRM and write their name, email, role, admin status, and account status into the User Audit sheet
What You Get
- Every Pipeline CRM user written into the User Audit sheet, one row per user, with name, email, role, admin status, and account status as columns.
- Admin status is written as "yes" or "no" — not as a system boolean — so the compliance team can read it without translation.
- Active and inactive users are both included unless you scope it otherwise.
- The sheet is ready to attach to the audit package without any reformatting.
What If the Data Is Not Quite Ready
I only want admin users
List all Pipeline CRM users who have admin access and write their name, email, role, and account status into the User Audit sheet
I want to flag inactive accounts that still have admin access
List all Pipeline CRM users and write name, email, role, admin status, and account status into the User Audit sheet. Then add a column F that says "review needed" for any user who is inactive but still has admin access.
I need the user ID as well for the compliance system
List all Pipeline CRM users and write user ID, name, email, role, admin status, and account status into the User Audit sheet — put the user ID in column A
Full access audit with risk flags in one shot
List all Pipeline CRM users and write user ID, name, email, role, admin status, and account status into the User Audit sheet. Flag any user who is inactive but has admin access as "high risk" in column G. Flag any user whose account status is unknown as "review" in column G.
One prompt pulls the roster and applies the risk logic.
Try It
Get the 7-day free trial of SheetXAI and open a Google Sheet before your next security review, then ask it to pull the full Pipeline CRM user list with roles and admin flags included. See also: exporting Pipeline CRM companies for a data governance review and pulling deal stages for a reference sheet.