The Scenario
The security team just sent a calendar invite: quarterly access review, next Tuesday. You have the SupportBee login and the task is to produce a spreadsheet with every agent, their email, their role, and which team they belong to — 45 people across 6 teams. The security team uses this to compare against the company's HR system and flag any accounts that should have been deprovisioned.
This happens every quarter. Every quarter you pull it manually.
The bad version:
- Open SupportBee admin, navigate to Users, look at the first page of agents, start copying names and emails into a sheet
- Navigate to the next page, continue copying
- Navigate to Teams, start mapping each agent to their team — but SupportBee shows team membership separately from the user list, so you are cross-referencing two screens
- After 30 minutes you have 30 rows and you are not confident the team column is accurate because you had to infer some memberships from memory
45 agents across 6 teams. The cross-referencing alone takes half the morning, and you do this every quarter.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet that pulls your full SupportBee user and team data in one shot — no pagination, no screen-switching.
List all SupportBee users and all teams and write them to two sheets: "Users" with ID, name, email, and role columns; and "Teams" with ID, name, and description columns
What You Get
- A Users sheet with every SupportBee agent: ID, full name, email, and role — one row per user
- A Teams sheet with every team: ID, name, and description — one row per team
- No pagination to manage — SheetXAI pulls the complete roster regardless of how many pages it spans
- Both sheets ready within seconds, formatted consistently so you can hand them directly to the security team
What If the Data Is Not Quite Ready
You also need to know which team each user belongs to — in the Users sheet, not as a separate tab
List all SupportBee users into a sheet named "Users" with columns for ID, Name, Email, Role, and Team — joining each user to their team name from the teams list
You want to compare the SupportBee roster against a list of active employees in this sheet
Pull all SupportBee users into a sheet named "SupportBee Users" with Name, Email, and Role columns; then for each row in the "Active Employees" sheet check whether the email exists in the SupportBee Users sheet and write "active" or "not in SupportBee" into a column next to each employee row
You need to flag any SupportBee agents with admin role who are not on the approved admins list in column A
Pull all SupportBee users into a sheet named "Users"; for any user where the Role column is "admin" and their email does not appear in column A of this sheet, highlight that row in yellow
Kill chain: pull users and teams, join them, cross-reference against HR list, flag discrepancies
Pull all SupportBee users and teams; join each user to their team name; write the combined roster to a sheet named "Access Review"; then compare the Email column against column A of the "HR Active" sheet and write "match" or "no HR record" into a new column
One prompt — data pull, join, cross-reference, and annotation in a single pass.
Try It
Get the 7-day free trial of SheetXAI and open a blank sheet before your next quarterly access review, then ask it to pull your full SupportBee user and team roster in one shot. Also worth reading: bulk agent invitation from a sheet, and the hub overview for all SupportBee workflows.