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SupportBee · Google Sheets Guide

Create SupportBee Automation Rules From a Google Sheet

2026-05-15
5 min read

The Scenario

Your support team just finished a migration from Zendesk. Before decommissioning the old platform you exported all 30 routing rules into a Google Sheet — each row has the trigger condition in column A, the action type in column B, and the target team in column C. Someone needs to recreate all 30 as SupportBee automation filters before Friday when the Zendesk contract expires.

You have been handed the sheet and a link to the SupportBee API docs.

The bad version:

  • Read row 1, open SupportBee's automation settings, click Add Rule, fill in the condition, set the action type, pick the target team, save the rule, then configure the consequence, then create the filter that ties them together
  • Back to the sheet, advance to row 2
  • At row 8 you realize "Tier 1" in the sheet maps to "Tier-1" in SupportBee but you have already created 7 rules without checking — now you need to audit whether those names resolved correctly

30 rules times three sub-steps each is 90 individual UI operations. The contract expires in four days.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent inside your Google Sheet that reads your routing rules and creates the corresponding SupportBee automations through the API — condition, action, and filter in one pass.

Read this sheet where each row defines a SupportBee automation rule — column A is the match condition, column B is the action type, column C is the target team — and create a rule, consequence, and filter for each row; write the filter ID into column D

What You Get

  • One complete SupportBee automation — rule, consequence, and filter — created per sheet row
  • The filter ID written to column D for each row so you have a record of every automation and can verify them in SupportBee
  • Any row where creation fails gets an error description in column D rather than an ID, so you can address the issue specifically
  • SupportBee field validation errors (like an unrecognized team name) surfaced in column D rather than silently skipped

What If the Data Is Not Quite Ready

Team names in column C do not match SupportBee team names exactly

Before creating automations, validate each team name in column C against the SupportBee team list; correct any mismatches in column C, then create the rule, consequence, and filter per row using the corrected values

You only want to recreate rules where column B says "assign" as the action type

Create SupportBee automations only for rows where column B equals "assign" — use columns A and C for condition and target team; write the filter ID into column D

Some rows have the same condition but different target teams — you want to create one rule per unique condition and attach multiple consequences

Group rows by the unique condition value in column A; for each group create one SupportBee rule and one consequence per row in that group pointing to the team in column C; write the rule ID into column D for all rows in the group

Kill chain: validate names, deduplicate conditions, create automations, log results

Validate team names in column C against SupportBee; flag duplicates in column A with a note in column E; then for all valid non-duplicate rows create the full SupportBee automation and write the filter ID into column D

One prompt — validation, deduplication, and creation in sequence.

Try It

Get the 7-day free trial of SheetXAI and open your exported routing rules sheet, then ask it to recreate all the automations in SupportBee before your next migration deadline. Also worth reading: bulk ticket creation from a sheet, and the hub overview for all SupportBee workflows.

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