The Scenario
Every month, the same thing: your marketing lead sends a message asking how the lead capture form did compared to last month. You open Formsite, export the full results history, open it in Excel, manually filter to the current month's rows, count them, then do the same for last month so you have something to put side by side.
It's the third month in a row you've done this. The process is identical every time. The only thing that changes is the date range.
The bad version:
- Export the full results CSV from Formsite — all submissions, all time — and open it in Excel.
- Filter the date column manually to find this month's rows, count them, note the number.
- Go back to the previous month's worksheet (if it exists) or repeat the export filter for last month.
- Build the comparison table by hand.
You're not an accountant. You're supposed to be running campaigns, not operating a monthly data extraction service.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It connects to Formsite's results API directly, uses date filtering parameters to scope the pull, and writes only the matching rows into your workbook — without pulling and discarding everything outside the window.
Fetch all Formsite results from form "Lead Capture" and filter to only rows where the submission date is in the current calendar month, then write them to this sheet starting at A2 with headers in A1
What You Get
- Rows filtered server-side to the current calendar month — only matching submissions arrive
- Column headers pulled from the form's item definitions
- Submission timestamps included so you can verify the date range
- Row count written to a summary cell if you ask for it
What If the Data Is Not Quite Ready
I need a custom date range, not just the current month — the dates are in cells on my workbook
Pull submissions from Formsite form ID "leads2025" for the date range in cells A1 and B1 and write total count, first submission date, and last submission date into cells C1, D1, and E1
Last month's data is in a worksheet called "April" and I want this month's results in a new worksheet called "May" without touching the old one
Fetch all Formsite results from "Lead Capture" submitted in the current calendar month and write them to the worksheet named "May" starting at A1 — do not modify the "April" worksheet
The form ID changes each quarter but I have a lookup table in column A that maps month names to form IDs
Look up the form ID for "May 2026" in the table in columns A and B, then pull Formsite results for that form ID filtered to May 2026, and write the results to column D onward starting at row 2
Build the full month-over-month comparison in one pass — pull both periods, compute the delta, and flag the change
Fetch Formsite results from "Lead Capture" for the current calendar month and for the previous calendar month, write current month rows to worksheet "Current", previous month rows to worksheet "Previous", then in worksheet "Summary" write total submissions for each period and the percentage change in cell C2
One prompt builds the comparison your lead asked for. No exporting, no manual filtering, no worksheet-switching.
Try It
Open an Excel workbook where you track lead form performance and get the 7-day free trial of SheetXAI — then ask it to pull this month's Formsite results and compare against last month. If you also need to pull the full response set or produce labeled exports for stakeholders, see how to export with readable headers and pull all survey responses for the broader integration overview, visit Formsite + Excel.