The Scenario
You are a nonprofit program director. Your organization has six Jotform forms — one grant application per department. Each department head needs to download their own form data without logging into Jotform.
You want to give each of the six department heads a direct Excel export link for their form. One workbook. Form name, report link, and form owner in three columns. Each department head bookmarks their row and downloads their own data whenever they need it.
The bad version:
- You log into Jotform, navigate to form 1, go to the Reports tab, find the Excel export report, copy the link
- Paste it into the workbook, type the form name and owner manually
- Repeat for forms 2 through 6
- Realize the links expire or change and you have to redo this quarterly
- You spend 45 minutes building something you will rebuild next quarter.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that can retrieve Jotform's report URLs for every form in the account and write them into the workbook for you.
Open the SheetXAI sidebar and type:
Pull the list of report URLs from Jotform for all my forms and paste the form name and Excel download link into my Excel sheet so department leads can bookmark their own reports.
SheetXAI calls Jotform's reports API, retrieves the export URL for every form, and writes the directory in one pass.
What You Get
A clean directory in the workbook:
- Form name — readable label for each form
- Form ID — for cross-reference with other data
- Report download link — the direct URL to the Excel or CSV export
Every form in the account is listed. You do not have to navigate into each one manually. If a new grant form is added next quarter, run the same prompt and the directory updates.
What If the Data Is Not Quite Ready
Report directories often need filtering and annotation before they are ready to distribute. SheetXAI handles it in the same prompt.
When you only want active forms in the directory
Jotform includes disabled and deleted forms in the API response. You do not want dead links in the directory.
Fetch all Jotform forms in my account. Filter to forms with status "active" only. For each, retrieve the report URL and write form name, form ID, status, and report download link into the Reports Directory tab.
When you need to assign an owner to each row
The directory goes out to department heads and each should see their form clearly labeled.
Fetch all Jotform forms in my account and retrieve report URLs for each. Write form name, form ID, and report URL into the Reports Directory tab. In a new column called Form Owner, write the name of the department based on the form name — use the first word of the form name as the department label.
When you want to include both Excel and chart report URLs
Jotform generates multiple report types per form. You want both the downloadable data link and the visual chart report link.
Fetch all Jotform forms and their associated report URLs. For each form, find the Excel download report URL and the chart/visual report URL. Write form name, Excel report link, and chart report link into three columns in the Reports Directory tab.
When you need the directory built, annotated, and with a distribution note
The full workflow: pull links, label owners, flag forms with no submissions, and write a note for the email.
Fetch all Jotform forms and their report URLs. Write form name, form ID, report URL, and total submission count into the Reports Directory tab. Add a column called Status: if submission count is 0, write "no data yet — no link to share"; otherwise write "ready." Then write a summary sentence in the cell above the table that I can copy into the distribution email, noting the date and how many forms have data ready.
The pattern: the directory is one prompt, the annotation is the same prompt.
Try It
Get the 7-day free trial of SheetXAI and build a Jotform report link directory in your Excel workbook in one prompt, then add ownership and status columns in the same pass. The Jotform integration is included in every SheetXAI plan. For more, see how to build a full forms inventory audit in Excel or the Jotform in Excel overview.