The Scenario
End of quarter. You manage contracts for a B2B services firm and you've sent out 80 document envelopes through Feathery over the past three months — NDAs, SOWs, amendment agreements. Finance is asking which deals are fully signed before close. Legal wants to know which NDAs are still pending before a partnership meeting on Thursday. You open Feathery and start clicking through envelopes one by one. There are 80 of them.
The bad version:
- Click into envelope 1, note the signer, the status, the creation date — open your workbook, type it in.
- Envelope 4 is "pending" but the recipient email changed after you sent it. You're not sure if that one counts.
- Forty minutes in, you have 30 rows and your eyes are crossing. You still need to tell Finance which ones are signed before 5 PM.
The status dashboard in Feathery shows you everything — but it shows it to you one screen at a time, not in a format anyone can slice by week, by template, or by whether the other party has responded.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads every envelope in your Feathery account, pulls the status and metadata for each, and writes the tracking table you need — in the time it takes to type the ask.
List all Feathery document envelopes for my NDA template and write document ID, user email, created date, and status into my Excel sheet starting at row 2, with headers in row 1.
What You Get
- Row 1: Document ID, Recipient Email, Created Date, Status.
- Row 2 onward: one row per envelope, status values as returned by Feathery ("signed," "pending," "viewed," etc.).
- Envelopes with no signer activity show "pending" — they don't disappear.
- The created date is ISO 8601 format so you can sort or filter by quarter without reformatting.
What If the Data Is Not Quite Ready
You need envelopes across multiple templates, not just NDAs
Finance wants every envelope type — NDAs, SOWs, and amendment agreements — in one worksheet.
List all Feathery document envelopes across all templates and write document ID, template name, recipient email, created date, and status into my Excel sheet. Sort by created date descending.
You only want envelopes created in Q1 (January through March)
The end-of-quarter close covers a specific date range.
List all Feathery document envelopes where the created date falls between January 1 and March 31, 2026. Write document ID, recipient email, created date, and status into my Excel sheet.
You want to flag overdue envelopes — sent more than 14 days ago and still pending
Legal needs to know which signers to chase before Thursday's partnership meeting.
List all Feathery document envelopes. Write document ID, recipient email, created date, and status into columns A–D. In column E, write "OVERDUE" for any envelope where status is "pending" and the created date is more than 14 days ago.
Full pipeline: pull all envelopes, calculate days open, and sort by urgency in one shot
You want a single worksheet that Finance, Legal, and the account team can all use.
List all Feathery document envelopes across all templates. Write template name, recipient email, created date, status, and number of days since creation into columns A–E. Sort rows: "pending" envelopes first (by days open descending), then "viewed," then "signed." Flag any pending envelope over 21 days old as "URGENT" in column F.
One prompt builds the full tracker — status, age, urgency, sorted and labeled.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook next to your Feathery document workflows, then ask it to pull your full envelope status list before your next contracts review. See also filling document envelopes and the full Feathery integration overview.