The Scenario
The growth team is building a new ad campaign. The brief is specific: 5-star testimonials only, pulled from Endorsal, formatted for ad copy review. The copywriter needs the author name, company, and full testimonial text. Anything below 5 stars doesn't make the cut.
You've been handed the task. You open Endorsal, go to the testimonials list, and look for a filter. There's one. You apply it. The filtered view shows 28 results. Now you need to get them into an Excel workbook.
The bad version:
- Read through the filtered list in Endorsal and manually copy each author name, company, and text into the workbook one record at a time
- Realize the filter reset when you switched browser tabs and now you're not sure if you're still looking at 5-star results
- Copy 24 records, lose track, and end up with an incomplete workbook that the copywriter sends back asking why it only has 24 when you said there were 28
The creative deadline is Thursday. This is not the task you needed to spend two hours on.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It queries Endorsal with the filter you specify and writes matching testimonials directly into the workbook — without you touching the UI.
List all testimonials tagged 'onboarding' in Endorsal and populate my Excel sheet with author, rating, and testimonial body for landing page copy selection.
SheetXAI runs the filter, retrieves all matching records, and writes them to the workbook. The copywriter gets a complete, clean list.
What You Get
- All Endorsal testimonials matching the specified filter written to the designated worksheet
- Columns for author name, rating, and testimonial body — or any other fields you specify
- Row count confirming how many results came back
- No truncation — every matching record lands in the workbook
What If the Data Is Not Quite Ready
You need approved 5-star testimonials only (not pending)
Search Endorsal for all testimonials with a rating of 5 and approval status "approved," then write each one's author name, company, and text into the "Ad Copy" worksheet starting at row 2.
You want results filtered by a keyword in the testimonial text
Search Endorsal for all testimonials that contain the word "onboarding" in the text and write the author name, company, rating, and text for each match into the "Onboarding Quotes" worksheet.
You need to cross-reference results against a "do not use" list in another worksheet
Fetch all 5-star approved testimonials from Endorsal, then check each author email against the "Excluded" worksheet (column A). Write only testimonials whose author email is not on the exclusion list into the "Final Ad Copy" worksheet.
Pull 5-star approved testimonials, flag the longest ones, and format the text for ad copy length
Fetch all Endorsal testimonials with rating 5 and status approved. Write them to the "Raw" worksheet. In column E, flag any testimonial text over 150 characters as "NEEDS TRIM." Then in column F, truncate the text to 140 characters with an ellipsis for those flagged rows and copy the original text for the rest.
One prompt to filter, flag, and format — rather than filtering in Endorsal, exporting, cleaning the export, and reformatting manually.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook, then ask it to pull your filtered Endorsal testimonials directly into the workbook. Also see how to export all Endorsal testimonials to a workbook or return to the Endorsal integration overview.