The Scenario
IT admin. 25 seasonal support agents start next Monday. HR sent you a Google Sheet with names in column A, emails in column B, and role assignments in column C. Every one of them needs a SupportBee invitation before orientation on Friday so they can complete account setup over the weekend.
You have three other onboarding tasks on your list today.
The bad version:
- Open SupportBee admin settings, navigate to Users, click Invite
- Type the name from row 1, type the email, select the role from a dropdown, send the invite
- Row 2. Row 3. By row 8 you realize you accidentally set row 5 to "admin" instead of "agent" because the dropdown defaulted to the previous selection and you did not notice
- Go back, find that invitation, revoke it, resend with the right role
25 agents. Each invitation is 4-5 fields. Friday's deadline does not care about the three other tasks.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet that sends SupportBee invitations for an entire roster in one pass.
Try this yourself — free for 7 days
SheetXAI installs in your Google Sheet in about a minute. Paste the prompt below and watch it run.
Invite every row in this sheet as a new SupportBee user — use column A for name, column B for email, and column C for role (agent, admin, or collaborator); write the returned user ID into column D
What You Get
- One SupportBee invitation sent per row, with name, email, and role set from the corresponding columns
- The returned user ID written into column D as each invitation goes out
- Any row where the invitation fails — invalid role name, email already registered, API error — gets a specific error note in column D instead of an ID
- Column D serves as your onboarding record: who was invited, what their user ID is, and which rows need follow-up
What If the Data Is Not Quite Ready
Some email addresses in column B are already registered in SupportBee
Invite each row in this sheet as a SupportBee user using columns A, B, and C; if an email is already registered, write "already exists" into column D and skip; for new invitations write the returned user ID into column D
Role names in column C use informal terms that need to map to SupportBee's accepted values
Before sending invitations, normalize role names in column C: treat "rep" or "support" as "agent", "manager" as "admin", and "view only" as "collaborator"; then invite each row and write the user ID or error into column D
You need to send invitations only to rows where column D is empty — a partial run was started
For each row where column D is blank, send a SupportBee invitation using columns A, B, and C and write the returned user ID into column D; skip any row where column D already has a value
Kill chain: validate emails, normalize roles, skip duplicates, invite, log results
Validate email format for each row in column B; normalize role names in column C to SupportBee-accepted values; skip rows where the email is already registered; invite all valid new rows and write the user ID or error into column D
One prompt covers validation, normalization, duplicate detection, and invitations.
Try It
Get the 7-day free trial of SheetXAI and open your seasonal agent roster, then ask it to send all the SupportBee invitations in one pass before Friday's orientation. Also worth reading: exporting your full user and team list for an access audit, and the hub overview for all SupportBee workflows.