The Scenario
You're the operations coordinator on a vendor procurement team. Three months ago, your company launched a CabinPanda form to collect onboarding information from new vendors. Four hundred and twenty entries have come in. You need to bring them into Excel, deduplicate by email, and flag every row where Company Name or Phone is missing — because the finance team needs a clean vendor registry by end of week and they've already pushed the deadline once.
The bad version:
- Export the submissions as a CSV from CabinPanda, open it in Excel, and realize the column order doesn't match your existing vendor registry schema.
- Manually reorder the columns, run a COUNTIF to spot duplicates, find 34 rows where Company Name is blank, and spend 40 minutes writing a conditional format rule to highlight them.
- Send the file to finance, get a reply that the Phone column is also missing for 12 vendors, go back into CabinPanda to cross-reference the original submissions, and re-export.
A vendor registry audit is analytical work. Hunting through a CSV to realign columns isn't.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your workbook, connects to CabinPanda directly, and can pull submissions into a structured range, flag incomplete rows, and deduplicate — all in one ask.
Pull all submissions from the CabinPanda form with key abc123 into this Excel file and add a completeness score column showing how many required fields are filled
What You Get
- Every submission lands in Sheet1 starting at row 2, with form field names as headers in row 1.
- A Completeness Score column showing the count of filled required fields per row.
- Rows with blank required fields surfaced without needing a separate formula pass.
- Any duplicate emails flagged in a Status column if included in the prompt.
What If the Data Is Not Quite Ready
The Phone column is also blank for some vendors — flag both fields
Fetch all submissions from the CabinPanda 'Vendor Onboarding' form into Sheet1 of this workbook, then highlight rows where Company Name is blank in red and rows where Phone is blank in orange
Some vendors submitted twice — deduplicate before importing
Pull all submissions from the CabinPanda 'Vendor Onboarding' form, deduplicate by email keeping the most recent submission, and paste the unique records into Sheet1 of this workbook
The form has changed fields since the original launch — show which rows are from before the field update
Fetch all CabinPanda 'Vendor Onboarding' submissions into Sheet1 and add a column called Schema Version that says 'v1' if the Business Type field is blank and 'v2' if it is filled
Clean everything, deduplicate, flag incomplete fields, and add a completeness score
Pull all submissions from the CabinPanda 'Vendor Onboarding' form, deduplicate by email keeping the latest entry, write the results to Sheet1 with one column per field, add a Completeness Score column showing how many of the five required fields are filled, and highlight any row with a score below 4
The pattern: combining the fetch, the cleanup logic, and the writeback in a single prompt means you're not running three separate steps to get to the same answer.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where your vendor onboarding data needs to land, then ask it to pull the submissions, deduplicate, and flag the gaps. After this one, look at how to audit your full form inventory or go back to the CabinPanda integration overview.