The Scenario
License renewal is in 10 days. The Productboard admin — that's you — has been asked to audit all 35 user accounts before the team decides whether to cut 8 seats or add 5. HR also wants the list cross-referenced against the company directory to catch any former employees who still have active accounts. Neither the renewal team nor HR wants to do this manually inside the Productboard UI.
You open Productboard. The team member list is in Settings. You can see names and emails. You can't export it. There's no CSV button. There's no bulk select.
The bad version:
- Write down the first 10 names and emails. Realize you're going to mistype at least one.
- Try to copy-paste from the browser table. The paste lands as unstructured text — names and emails run together.
- Give up on the UI and spend 20 minutes reading API documentation to find the users endpoint.
The audit is on a timeline. The license cost per seat is not trivial. The decision depends on data you're spending an hour trying to extract.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads your sheet and calls Productboard's users API through its built-in integration.
List all users in our Productboard workspace and write each user's name, email, external ID, and company ID into this sheet, one row per user
What You Get
- One row per Productboard user.
- Columns: display name in A, email in B, external ID (the Productboard-assigned identifier) in C, company ID in D.
- Users with no external ID show blank in C — which immediately flags accounts that weren't created through your SSO or provisioning flow.
- All 35 accounts, ready to cross-reference with your HR directory.
What If the Data Is Not Quite Ready
You want to flag users with no external ID for the audit
List all Productboard users and write name in A, email in B, and external ID in C. In column D, write "no-external-id" for any user where column C is blank, and "ok" for the rest.
You want to cross-reference against an HR list in Sheet2
For each user email in column B of Sheet1, check whether it appears in Sheet2 column A (the HR active employee list). Write "active" in column E if found, "not-in-HR" if not. Flag "not-in-HR" accounts for the renewal review.
You also need the user's role or permission level
List all Productboard users and write display name in A, email in B, and role or permission level in C. If the API returns a role field, use it; if not, write "role-unavailable" in column C.
The full audit build
Fetch all Productboard users and write display name in A, email in B, external ID in C, and company ID in D. Flag any user with no external ID in column E as "no-sso". Then for each email in column B, check against the active employee emails in Sheet2 column A and write "active-employee" or "not-in-directory" in column F. Sort by column F so "not-in-directory" rows appear first.
The audit table is built. The renewal conversation has a starting point.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet you'd use for a license or access audit — then ask SheetXAI to pull your full Productboard user directory into it before your next renewal cycle. See also exporting member activity or the hub overview.