The Scenario
You are a QA manager. Your team handled a rough week, customer escalations, long handle times, a few complaints. You pulled 30 call IDs from the Dialpad reporting interface and dropped them into an Excel workbook, column A of the "Calls to Review" tab.
You need the full transcript for each call so you can score them for quality. Your scoring rubric lives in columns C through H. You want the transcripts in column B so you can read them inline without switching tools.
It is Monday morning. Your QA session starts at 11 AM. You have two and a half hours.
The bad version of Monday morning:
- You open Dialpad, navigate to call recordings, paste in the first call ID
- You find the transcript tab, copy the text, switch back to Excel, paste into B2
- You go back to Dialpad and paste in the second call ID
- Thirty times
- It is 10:50 AM and you have done 14 of them.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads your call ID list and fetches every transcript from Dialpad, writing the text back into the workbook for you.
Open the SheetXAI sidebar and type:
For each call ID in column A of the "Calls to Review" tab, fetch the Dialpad call transcript and paste the full text into column B. If the transcript is unavailable, write "NO TRANSCRIPT" in column B.
SheetXAI reads the 30 IDs, calls the Dialpad transcript API for each, and fills column B. By the time you pour your second coffee the workbook is ready for scoring.
What You Get
A workbook where column B contains full transcript text for every call:
- 30 transcripts pasted inline, readable without switching applications
- "NO TRANSCRIPT" placeholders for any calls with no available transcript
- Your scoring columns C through H sitting right next to the transcripts, ready to fill
The session starts on time. Your QA analyst does not spend the first 45 minutes playing copy-paste across two windows.
Want only the agent-side lines from each transcript? Tell SheetXAI to filter out customer lines before writing to column B.
What If the Data Is Not Quite Ready
QA data rarely arrives in a clean list. SheetXAI handles the messy cases and the transcript pull in the same prompt.
When call IDs have inconsistent formatting
Some IDs are numeric strings, some have a prefix like call_8821394, and some were entered with extra spaces.
Normalize all call IDs in column A by stripping any "call_" prefix and removing extra spaces. Then fetch the Dialpad transcript for each normalized ID and paste the full text into column B.
When you only want calls longer than a certain duration
Your scoring rubric is designed for calls over 3 minutes.
For each call ID in column A, fetch the Dialpad call record and check the duration. Write the duration in seconds into column C. For calls with duration under 180 seconds, write "SKIP: too short" into column B. For all others, fetch the full transcript and paste it into column B.
When you want agent utterances only
You are scoring agent behavior, not customer behavior.
For each call ID in column A, fetch the Dialpad transcript. Filter the transcript to include only lines attributed to the agent role. Paste the filtered agent-side text into column B.
When you also need a one-line QA summary alongside the raw transcript
Your team lead asked for a summary per call so she can triage before reading the full text.
For each call ID in column A, fetch the Dialpad transcript and paste the full text into column B. Then read the transcript and write a one-sentence QA summary into column C noting any major issues: missed greeting, long hold, escalation language, or no issues found.
The pattern: instead of pulling transcripts first and then analyzing them, you ask for both in one prompt. SheetXAI handles the fetch and the analysis in sequence.
Try It
Get the 7-day free trial of SheetXAI and paste your next batch of call IDs into an Excel workbook, then ask it to pull the transcripts and write them into the adjacent column. The Dialpad integration is included in every SheetXAI plan. For related workflows, see how to pull team call stats into a performance report in Excel or the Dialpad in Excel overview.