The Scenario
Quarterly access review is next Tuesday and your compliance officer needs a list of everyone with visitor access to the sensitive data collection form in Formdesk. All 80 of them. With visitor IDs, names, emails, and registration dates. The form collects personally identifiable information, so this isn't optional.
You've never done this before. You find out on Friday afternoon.
The bad version:
- You open Formdesk and look for a visitor export function. There isn't one — you can browse the list in the UI, but exporting it isn't a built-in option.
- You start copying visitor details row by row from the Formdesk interface into an Excel worksheet.
- You get to visitor 15, scroll the wrong direction, lose your place, and start wondering if you've counted the same person twice.
80 visitors. A manually assembled audit sheet. A compliance deadline on Tuesday. None of this is what you were supposed to be doing on Friday afternoon.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to Formdesk through its built-in integration and pulls the complete visitor list for your form directly into the workbook — every record, no manual scrolling.
Pull all visitors from my Formdesk form and write their credentials and registration dates into this Excel sheet for an access audit
What You Get
- Column A: visitor ID for each account on the form
- Column B: visitor name
- Column C: email address
- Column D: registration date
- One row per visitor, headers in row 1, data from row 2 down
- The worksheet reflects the complete current visitor list at the time the prompt runs
What If the Data Is Not Quite Ready
You need the form ID to come from the workbook
Fetch all visitors for Formdesk form ID in cell A1 and write visitor ID, name, and email into columns A, B, and C
You need to flag visitors who registered more than 12 months ago
Fetch all visitors for Formdesk form ID in cell A1, write visitor ID, name, email, and registration date into columns A through D, and flag any row where the registration date is more than 12 months ago with 'review for removal' in column E
You need to check against a known approved list
Pull all visitors from the Formdesk form with ID in cell A1, write visitor ID, name, and email into columns A through C, then flag any email in column C that does not appear in the approved list on Sheet2 column A with 'not on approved list' in column D
Full access audit package in one shot
Fetch all visitors for Formdesk form ID in cell A1, write visitor ID, name, email, and registration date into columns A through D, flag any visitor registered more than 12 months ago with 'review' in column E, sort the result by registration date ascending, and add a summary row at the top showing total visitor count
The audit report assembles itself. You hand it to compliance on Monday, not in a panic on Tuesday morning.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook, drop your Formdesk form ID into cell A1, and ask it to pull the visitor list into the worksheet — the compliance sheet is ready in seconds. Then link to Sync Visitor Data From an Excel workbook to Formdesk or back to the Formdesk integration overview.