The Scenario
You're the ops manager at a 20-person design agency, and it's Wednesday afternoon. The account director just pinged you: the team is quoting a new branding project and needs the current rate card by end of day.
The rate card lives in Streamtime — or rather, the roles do. The rates don't. Every quote, someone has to pull the role list from Streamtime, paste it into a sheet, and manually fill in the hourly rate column. This is the fourth time this month.
The bad version:
- Open Streamtime, navigate to the roles section, and copy what you can see — except the export doesn't include role IDs, so you're back in the UI pulling those separately
- Paste role names into column A, hand-type the IDs from a second browser tab, add an active/inactive column based on what you remember, then realize two roles were archived last week and have to go back and check
- Build the 'Hourly Rate (USD)' column from scratch, re-enter rates you've entered in three other places already, and send it to the account director 45 minutes later than you said you would
This is not the kind of work that requires an ops manager. But it keeps landing on you because nobody else knows where the data lives.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the sheet, understands the structure, and through its built-in Streamtime integration it can pull your role data directly — no CSV export, no manual ID lookup. You just ask.
Open the sheet you want the rate card in and paste this:
Pull every role from our Streamtime account and write role ID, name, and active status into columns A, B, C on this sheet — then add a blank 'Hourly Rate (USD)' column D for manual entry
What You Get
- Column A: every role ID from your Streamtime account
- Column B: the role name as it appears in Streamtime
- Column C: active or inactive status for each role
- Column D: a blank column labeled 'Hourly Rate (USD)' — ready for your manual entries
- Inactive roles included in the list so you can decide whether to archive them or zero out their rates
What If the Data Is Not Quite Ready
The role IDs don't match what's in your quote template
Your quote template references role IDs from six months ago and Streamtime has since changed some of them.
Pull all Streamtime roles into columns A–C as before, then check column F on the 'Quote Template' sheet — for each role ID in F that doesn't appear in column A, write 'STALE' in the adjacent column G
Some roles are archived but should still appear in historical quotes
You need active roles for new quotes, but you also maintain a historical tab covering the last 12 months.
Pull all Streamtime roles — active and inactive — into the 'All Roles' sheet with ID, name, and status in A–C, then copy only active roles to the 'Active Roles' sheet
The rate card needs to merge with your cost-of-delivery estimates from a second tab
Your quote process requires comparing the billable rate against internal cost estimates that live in the 'COD' sheet.
Pull all active Streamtime roles into columns A–B on 'Rates', then look up each role name in column A of 'COD' and write the matching cost estimate into column C — flag any roles missing from 'COD' with 'MISSING' in column D
You want the full setup in one shot — pull roles, highlight stale ones, and count active
Pull all Streamtime roles into columns A–C, highlight any row where column C is 'inactive' in light grey, count the active roles and write that number into cell E1 with the label 'Active Role Count'
The pattern: ask for the data pull, the formatting, and the summary metric in one prompt — SheetXAI handles each step in sequence.
Try It
Open a Google Sheet that currently holds a manually maintained rate card. Get the 7-day free trial of SheetXAI and ask it to rebuild that rate card from your live Streamtime roles. Then visit the org details and role roster spoke or return to the Streamtime hub overview to see what else you can pull in one prompt.