The Scenario
The support process redesign starts Monday. Before the team touches anything, the ops lead wants a complete inventory of all 200 active macros — what each one is called, what access level it has, and what fields it changes. The documentation has to go into the project sheet so the redesign team can plan which macros to keep, merge, or kill.
Nobody on the team knows exactly how many macros there are or what all of them do. That's the problem.
The bad version:
- Open Zendesk Admin, navigate to Macros, load the list.
- Click the first macro to open it. Read the actions. Go back.
- Note the macro name, access level, and list of actions in the sheet. Manually.
- At macro 34, realize the actions panel in Zendesk shows "set status to solved" but the sheet needs it in a standardized format that the redesign team agreed on.
Two hundred macros. The redesign team needs this sheet by end of day Thursday. Today is Tuesday.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It uses the Zendesk integration to pull the full macro list with actions and write everything to your sheet in one operation.
Open the SheetXAI sidebar in your process redesign sheet and paste:
Export all active Zendesk macros into this sheet with columns for macro ID, title, access level, and the list of actions each macro performs
What You Get
- One row per macro.
- Macro ID, title, and access level (personal/group/global) in columns A through C.
- All actions for that macro written as a readable list in column D — field changes, status updates, comment additions, tag additions.
200 macros documented. No clicking through individual macro pages.
What If the Data Is Not Quite Ready
You want to separate macros by access level into different tabs
Export all Zendesk macros to this sheet — put personal macros in the 'Personal' tab, group macros in the 'Group' tab, and global macros in the 'Global' tab. Include macro ID, title, active status, and actions in each tab
One export, three tabs, organized for the redesign team to review by category.
You also need to include inactive macros for archival
Export all Zendesk macros — both active and inactive — into this sheet with macro ID, title, active status, access level, and actions
The active filter is lifted so the archive inventory is complete.
You need the action list broken into separate columns
Export all Zendesk macros into this sheet — macro ID in column A, title in column B, access level in column C, active status in column D, and one column per action type: status change in column E, assignee change in column F, tag add in column G, and comment text in column H
Structured action breakdown for easier comparison across macros.
Full macro audit with duplicate detection
Export all active Zendesk macros into the 'All Macros' tab with macro ID, title, access level, and actions. Then on the 'Possible Duplicates' tab, list any macros whose action sets appear identical — show both macro IDs and titles side by side
Inventory plus duplicate candidates — one prompt, two tabs — everything the redesign team needs to start planning.
Try It
Get the 7-day free trial of SheetXAI and open your process redesign sheet, then export the full macro inventory. Related: export triggers to document your automation rules, or return to the Zendesk integration guide.
