The Scenario
A license audit request landed in your inbox this morning. Finance needs a list of every active Salesmate user — name, email, and role — to reconcile against the HR system before the end of the fiscal quarter. You support a 30-person sales team and your Salesmate admin view doesn't export directly to a format you can cross-reference without manual work. You need this in a sheet, today, accurate.
The bad version:
- Open the Salesmate admin panel, navigate to users, and start scrolling through the active user list.
- Manually note each user's name, email, and role in a sheet — 30 rows of transcription.
- Realize midway that the view doesn't show deactivated users by default and you're not 100% sure the filter is correct, so you go back and check the settings page before continuing.
This is a compliance deliverable. Transposing 30 records by hand and hoping nothing was missed is not a defensible audit process.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads your request, calls the Salesmate API to fetch the active user list, and writes every field into the sheet — accurate, complete, no manual transcription.
Open the SheetXAI sidebar and ask:
Fetch all active Salesmate users and write each user's ID, name, email, and role into this sheet for a license audit.
What You Get
- One row per active Salesmate user
- Columns populated with: User ID, Full Name, Email, and Role
- The total user count written to a summary cell if you ask for it
- Deactivated users excluded automatically because you asked for active users only
What If the Data Is Not Quite Ready
You also need to flag users who haven't logged in recently
Fetch all active Salesmate users and write their ID (A), full name (B), email (C), role (D), and last login date (E) into this sheet. In column F, write "Inactive 90d+" for any user whose last login was more than 90 days ago.
You need to cross-reference against your HR roster in the same sheet
Fetch all active Salesmate users and write their full name (A), email (B), and role (C) into the "CRM Users" tab. Then check each email against column A of the "HR Roster" tab and write "Match" or "Not in HR" into column D of the "CRM Users" tab.
The audit requires grouping users by role
Fetch all active Salesmate users. Write their ID (A), name (B), email (C), and role (D) into this sheet, sorted alphabetically by role so all Admins appear together, followed by Managers, then standard Users.
Full kill-chain: fetch, cross-reference HR, flag discrepancies, summarize
In the CRM Audit tab: fetch all active Salesmate users and write ID (A), name (B), email (C), and role (D). Cross-reference each email against the HR Roster tab (column A = email). Write "Match" in column E for users found in HR and "CRM Only" for those not found. Write the total count, the match count, and the CRM-only count into cells G1, G2, and G3.
One prompt pulls the data, runs the comparison, and writes the summary figures for the audit report.
Try It
Open a blank Google Sheet and Get the 7-day free trial of SheetXAI. Ask it to pull your active Salesmate users before your next license reconciliation. You can also see how to enrich a sheet with Salesmate company details by ID or return to the full Salesmate integration guide.