The Scenario
It's the second Tuesday of the month and you're staring at the same Excel workbook you were staring at last month: 200 patient rows, columns for name, email, customer ID, and a "Requested" column that's about half-filled with "Yes" from the last cycle. The other half needs feedback requests sent through GatherUp before the end of the week.
The bad version:
- Export the workbook to CSV, log into GatherUp, and import the file — then figure out why 30 rows didn't import because the column header name didn't exactly match what GatherUp expects.
- Go through the import result line by line to figure out which rows were skipped, cross-reference against the "Requested" column, and manually trigger any that fell through.
- Mark the "Requested" column manually for each one that went through, alternating between two browser windows for 40 minutes.
The ask came from the practice owner three days ago. The requests haven't gone out yet because the import keeps throwing field errors nobody has time to investigate.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the data in your worksheets, understands what you're looking at, and through its built-in GatherUp integration can send feedback requests for every eligible row in one prompt — no import file, no manual clicking.
Send feedback requests via GatherUp to all 200 customers listed in this Excel table using the CustomerID column, and mark column F as 'Sent' for each successful request — skip any row where column F already says Sent.
What You Get
- GatherUp feedback requests fired for every row where column F is not already "Sent."
- Column F updated to "Sent" for each row that processed successfully.
- Any rows that fail — invalid customer ID, GatherUp error — left unchanged so they're easy to spot and retry.
- No import file, no column-mapping step, no cross-referencing between two windows.
What If the Data Is Not Quite Ready
The "Sent" column has mixed values — Sent, No, blank, and a few that say "Yes"
For each row in the patient table, send a GatherUp feedback request using the CustomerID column — treat any row where the Sent column is blank, No, or empty as eligible, skip rows where it says Sent or Yes, and mark it Sent on success.
Some rows are missing a customer ID and only have an email address
For each row in the patient table, send a GatherUp feedback request — use the CustomerID column if present, fall back to the Email column if CustomerID is blank, and skip the row entirely if both are missing. Mark column F as Sent on success or Needs Review if neither field was available.
The workbook has multiple worksheets and each location should only receive requests for its own patients
Send GatherUp feedback requests for all three location worksheets — 'Downtown', 'Westside', and 'Northgate' — using the CustomerID column of each sheet. Skip rows where the Sent column already says Sent. Mark the Sent column after each successful request. Run each worksheet separately.
The list needs deduplication, filtering, and sending in one pass
In the patient table, remove any duplicate rows where the CustomerID column appears more than once — keep the first occurrence. Then filter to only rows where the Visit Date column contains a date within the last 30 days. Then send a GatherUp feedback request for each remaining row and mark column F as Sent on success.
The pattern: cleanup and sending in a single prompt — no intermediate export, no separate dedup step.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook where you track customer visits or contacts, then ask it to send GatherUp feedback requests for your eligible rows. Or see how to pull GatherUp location performance data into an Excel workbook, or go back to the GatherUp integration overview.