The Scenario
A handoff landed on your desk this morning. Someone on the ops team left last month, and part of their work was maintaining a "Legal Matters" Trello board. Your manager wants to know exactly who still has access — names and roles — before the board is shared with outside counsel next week.
The bad version:
- Open the board, navigate to the member settings panel, start writing down names and roles.
- Discover the UI shows usernames, not full names — spend 10 minutes cross-referencing the org member list.
- Miss the two people who have "observer" access because the panel buries them below the fold.
A permissions review conducted by reading a UI panel and taking notes is not a review — it's a transcription job with compliance stakes.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads board membership data from Trello and writes every member's name, username, and role into your sheet — including observers — in one call.
Open a blank sheet and paste:
Get all members of the Trello board named "Legal Matters" and write their full name, username, and board role (admin/normal/observer) into this sheet.
What You Get
- One row per board member with full name, username, and role.
- Observer-level members are included and clearly labeled — not hidden below visible admins.
- The output is ready to forward for review or compare against an approved-access list.
What If the Data Is Not Quite Ready
You need to also flag members who joined the board recently
Fetch all memberships for the Trello board named "Legal Matters" and write member name, username, role, and whether they have accepted their invite into this sheet. Sort by role so admins appear first.
You need data for multiple boards at once
For each board name in column A of this sheet, get all members of that Trello board and write their name, username, and role into the rows below, with the board name in column D.
You want to cross-reference against an approved-access list already in the sheet
Get all members of the Trello board "Legal Matters" and write their username and role into columns A and B. Then, for each row, check if the username appears in column D of this sheet (the approved list) and write "approved" or "not on approved list" into column C.
Full board permissions snapshot in one shot
Get all members of the Trello board named "Legal Matters". For each member, write: full name, username, email, board role, and invitation acceptance status. Flag in column F any member whose role is "admin" so they are immediately visible in the audit.
The pattern: export the actual access state first, then compare it to what should be there.
Try It
Open a blank Google Sheet and Get the 7-day free trial of SheetXAI — then ask it to pull the full membership list for any Trello board so you can hand a clean permissions table to legal or compliance. See also exporting workspace members or the Trello integration overview.