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Synthflow AI · Google Sheets Guide

Export a Synthflow Assistant Inventory Into a Google Sheet for Account Audit

May 13, 2026
4 min read
See the Excel version →

The Scenario

You are a Synthflow agency with 25 assistants spread across a client account. The quarterly client review is tomorrow at 2 PM. The client wants a document listing every agent, its type, model ID, and the phone number attached to it.

There is no built-in export button in Synthflow for this. And you have never seen all 25 agents in one place.

The slow version:

  • You open the Synthflow dashboard for the client account
  • You click through to each assistant, note the model ID, name, type, and attached number
  • You paste each one into a Google Sheet row by row
  • On assistant 17, you realize you cannot remember if the phone number on assistant 9 was the main line or the backup
  • You go back and re-check 9
  • You walk into the 2 PM review with a sheet full of notes, some of which you are not sure about.

The fast version is one prompt.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent inside your Google Sheet that calls Synthflow's list endpoint and writes every assistant's details to the sheet in one pass, so you never have to click through individual agent records.

Open the SheetXAI sidebar and type:

List all Synthflow assistants in this account and write each one's model ID, name, type, and attached phone number into columns A through D of this sheet.

SheetXAI calls the Synthflow API, retrieves all 25 assistants, and writes the four columns. When it finishes, you have a complete, accurate inventory before the review meeting.

What You Get

A complete assistant inventory with 25 rows and four columns:

  • Column A — model ID
  • Column B — assistant name
  • Column C — agent type
  • Column D — attached phone number, or blank if none is assigned

Every agent is in one place with verified data from the API, not from your memory. The client can see at a glance which agents are live, which types they are, and which phone numbers they use.

What If the Data Is Not Quite Ready

Inventory sheets are starting points. SheetXAI can enrich and sort inline.

When you need creation dates instead of phone numbers

Your audit requires a timeline of when agents were provisioned.

List all Synthflow assistants and write each one's model ID, name, agent type, and creation date into columns A through D. Sort by creation date ascending so the oldest agents appear first.

When you want to flag agents with no phone number assigned

Agents with no attached number are probably not live yet.

List all Synthflow assistants and write model ID, name, type, and phone number into columns A through D. In column E, write "unassigned" for any agent where column D is empty and "active" for all others.

When the client wants the inventory grouped by agent type

They want to see all inbound agents together, then outbound, then support.

List all Synthflow assistants and write model ID, name, type, and phone number into columns A through D. Sort the rows by agent type so all inbound agents appear first, then outbound, then customer support.

When you need to join the inventory with call volume data for the same period

The client wants to know not just which agents exist but which ones are actually being used.

List all Synthflow assistants and write model ID, name, type, and phone number into columns A through D. Then for each model ID in column A, pull the total call count for the past 90 days from Synthflow call analytics and write it into column E. Flag any agent with zero calls.

The pattern: the inventory is not a click-through task, it is a list read. One prompt, 25 rows, full data from the API.

Try It

Get the 7-day free trial of SheetXAI and open any blank sheet, then ask it to list your Synthflow assistants. The Synthflow integration is included in every plan. For related workflows, see how to bulk-provision Synthflow agents from a spec sheet or the Synthflow AI in Google Sheets overview.

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