The Scenario
The growth team is building a win-back campaign. Someone sent you an Excel workbook with 600 Formbricks contact IDs — collected from an older survey push — and the ask is simple: "Can you pull their current plan, registration date, and last survey response date so we can segment the list?"
The handoff note is from a colleague who left last month. The workbook has IDs but no attributes. The Formbricks UI lets you look up one contact at a time.
The bad version:
- Open Formbricks, navigate to the contacts section, search for the first ID, note the plan attribute, registration date, and last activity — paste into the workbook
- Repeat for contacts 2 through 600
- Around contact 50, realize you've been recording the "last updated" field instead of the "last survey response date" and have to go back and correct the first 50 rows
- Spend a full day on what is, structurally, a lookup operation
Six hundred contacts is not an afternoon. It's several afternoons.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the contact IDs in the workbook and through its built-in Formbricks integration pulls the current attribute values for each one — filling in the columns you specify.
For each contact ID in column A, fetch the Formbricks contact and fill in email (column B), plan attribute (column C), and last updated date (column D)
What You Get
- Column B: contact email
- Column C: current value of the "plan" custom attribute
- Column D: last updated date in your workbook's locale format
- If a contact ID returns no result, the row gets a NOT FOUND note in column B and columns C–D are left blank
- The pull runs across all 600 rows in one operation
What If the Data Is Not Quite Ready
Some contact IDs in the workbook are stale or invalid
A portion of the IDs in column A are from a list that was never fully validated. You want to flag the duds without stopping the whole pull.
For each contact ID in column A, fetch the Formbricks contact — if found, write email (column B), plan (column C), and last updated date (column D) — if not found, write "NOT FOUND" into column B and leave columns C and D blank
You need more attributes than three
The segmentation model needs five attributes: plan, company size, registration date, last survey response date, and a custom "lifecycle_stage" attribute.
For each contact ID in column A, fetch the Formbricks contact and write email (column B), plan (column C), company_size attribute (column D), registration date (column E), and lifecycle_stage attribute (column F)
You want to pull all contacts in bulk rather than look up by ID
Instead of looking up specific IDs, you want a full dump of every contact in Formbricks with their attributes.
Pull all contacts from Formbricks and write their email, all custom attributes, and creation date into this sheet — one contact per row
Enrich, segment, and flag win-back candidates in one pass
For each contact ID in column A, fetch the Formbricks contact and write email (column B), plan (column C), and last updated date (column D) — then add a "Win-Back" column (column E) that says YES for contacts whose last updated date is more than 90 days ago, and NO for the rest
The enrichment and the segmentation logic land together. The campaign list is ready without a second prompt.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with Formbricks contact IDs — then ask it to pull the current attribute values for your segmentation work. The Formbricks integration is included in every SheetXAI plan. If you need to update those attributes after segmenting, see the backfill contact attributes spoke, or start with the Formbricks overview for all integration options.