The Scenario
The NPS survey closed Friday afternoon. 75 customers responded. Every response is in an Excel workbook: column A has the feedback text, column B has the pain score, column C has the customer email.
The customer success lead wants all 75 responses in Productlane as feedback insights before Monday's team meeting so the product team can start triaging.
The bad version:
- Open Productlane, click "New Insight," paste the feedback text from row 1 as the title, set the pain level, search for the customer by email, link the contact, and save.
- Repeat 74 more times.
- After 30 entries the browser freezes and you lose your place in the workbook.
There are 75 rows. The product team meeting is Monday morning.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads each row and calls the Productlane API to create an insight, linking it to the contact found by email and writing the returned insight ID back into column D.
Create Productlane insights for all 75 rows in this Excel workbook: use column A as title, column B as the body text, column C as pain level, and write each returned insight ID into column D
What You Get
- Column D populated with the Productlane insight ID for every successfully created insight
- Any row where the email does not resolve to a Productlane contact gets an error in column D describing the problem
- Any row where the pain level value is out of range gets a type error so you can correct and re-run only that row
What If the Data Is Not Quite Ready
Pain scores are on a 1-10 scale and Productlane expects 0-5
Before creating insights, convert all values in column C from a 1-10 scale to a 0-5 scale — write the converted score into column E and use column E as pain level for each API call
Some feedback text in column A is blank
Before creating insights, check column A for empty cells — write "skipped: no feedback" into column D for blank rows — create insights only for rows with text in column A
The feedback text needs to be split into title and body
For each row, use the first 100 characters of column A as the insight title and the full text of column A as the insight body — create the Productlane insight with the short title and full body — write the insight ID into column D
Full scale conversion, validation, and bulk creation in one pass
Convert column C pain scores from 1-10 to 0-5 and write into column E — skip rows where column A is blank and write "skipped" into column D — for valid rows create a Productlane insight with the first 100 characters of column A as title, full column A text as body, converted score from column E as pain level, and email from column B to link the contact — write the insight ID into column D
75 insights created and confirmed before Monday.
Try It
Get the 7-day free trial of SheetXAI and open the NPS survey workbook, then ask it to create Productlane insights from all the responses. You can follow this by exporting the open insights sorted by pain level to give the product team a prioritized triage view right away.