The Scenario
The copywriter is three days into the enterprise landing page refresh. The brief calls for three testimonials from enterprise customers — specific ones, not a generic sample. The designer wants them by end of day.
The copywriter knows Endorsal has an "enterprise" tag. He logged in, found the tag filter, clicked it, and got 19 results. What he needs is an Excel workbook with author name, company, rating, and the full testimonial text so he can read through them, annotate the best ones, and send a shortlist to the designer.
The bad version:
- Read through the 19 filtered results in Endorsal, open each one individually to see the full text, and manually copy the four fields into an Excel workbook
- Miss two because they were on the second page of results and the filter reset when you scrolled
- End up with 17 records that you're not entirely sure represent the full "enterprise" tag
The designer's Slack is already blinking. The day is running short.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It fetches all testimonials under a specified Endorsal tag and writes the results directly into the workbook — without you touching Endorsal's UI.
List all testimonials tagged 'onboarding' in Endorsal and populate my Excel sheet with author, rating, and testimonial body for landing page copy selection, starting at row 2 with headers in row 1.
Every testimonial under the specified tag lands in the workbook — full text, all metadata — ready for annotation and shortlisting.
What You Get
- Every testimonial under the specified tag written to the designated worksheet
- Columns for author name, company, rating, and full testimonial body
- Headers in row 1 for immediate readability
- Total row count at the end confirming all records were returned
What If the Data Is Not Quite Ready
You need only approved testimonials under the tag
Fetch all Endorsal testimonials for the tag "enterprise" with approval status "approved" and write author name, company, rating, and text into the "Enterprise Quotes" worksheet.
You want to pull testimonials from two tags at once
Fetch all Endorsal testimonials tagged "enterprise" or "scaling" and write each one's author name, company, tag list, rating, and text into the "Long Copy" worksheet, sorted by rating descending.
You need testimonials joined with contact metadata from a second worksheet
Fetch all testimonials tagged "onboarding" from Endorsal and write them to columns A through D of the "Onboarding" worksheet. Then look up each author email in the "Contacts" worksheet (column A = email, column B = account tier) and write the matching tier to column E.
Pull tag testimonials, filter by text length, and flag the top picks for the page
Fetch all Endorsal testimonials tagged "enterprise." Write all of them to the "Raw" worksheet. In column F, mark any testimonial under 60 characters as "TOO SHORT." Then copy the remaining rows to the "Final" worksheet sorted by rating descending, and mark the top 3 with "HOMEPAGE" in column G.
All in one prompt — pull, filter, rank, and flag — instead of exporting, trimming in a second tool, and reformatting the output manually.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook, then ask it to pull all Endorsal testimonials for a specific tag directly into the workbook. See also how to search and filter Endorsal testimonials by rating or go back to the Endorsal integration overview.