The Scenario
You're a DevOps engineer. The agency you work for has 20 Basin forms across three projects. Before handing the account to the client next Tuesday, you need to verify that every form has spam protection enabled and at least one notification email configured. Your manager wants the audit in an Excel workbook by end of week.
The bad version:
- Open Basin, navigate to the first project, click each form, check the settings tab
- Note spam protection status and notification emails in a separate doc
- Repeat for 19 more forms across two more projects
- Consolidate everything into a workbook and hope you didn't miss any
You don't have time for that.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads the data and talks to Basin for you. No clicking through the UI, no manual note-taking.
Open the SheetXAI sidebar and type:
List all Basin forms with their full configuration to my Excel sheet: columns = form ID, name, project, spam protection on/off, notification email, and total submission count
What You Get
- All 20 forms listed in one worksheet, one row each, with every configuration field in its own column
- Spam protection status as a clear on/off value so you can filter for any forms that need attention
- Submission count per form so you can flag any forms with zero submissions that might be misconfigured
What If the Data Is Not Quite Ready
When you want to filter immediately to only forms with spam protection off
Fetch all Basin forms in my account and write to my workbook only rows where spam protection is disabled — include form name, project ID, notification emails, and submission count
When notification emails are missing and you need to flag those rows
Fetch all Basin forms in my account, write all fields to my workbook, and add a column called "Action Needed" that says "Add notification email" for any form where the notification emails field is empty
When you want to group results by project
Fetch all Basin forms in my account, sort by project ID, and write form name, project ID, spam protection status, notification emails, redirect URL, and submission count to my workbook — add a blank row between each project group
When you want it all in one shot
Fetch all Basin forms in my account, write all configuration details to my workbook sorted by project ID, flag rows in an "Issues" column where spam protection is off or notification emails is empty, and write a summary to cell H1 with total forms audited and count of forms with issues
The pattern: instead of auditing forms first and then building the report, you ask for both in one prompt.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook. Ask it to fetch all Basin form configurations and write the audit. The Basin integration is included in every SheetXAI plan. For related tasks, see Pull Filtered Basin Submissions Into an Excel workbook or the Basin in Excel overview.