The Scenario
The marketing director messages you Thursday afternoon: she needs the full referral program member roster — statuses, referral counts, and pending reward balances — in a workbook by Friday morning for the quarterly program review she's presenting to the exec team.
You go to Referral Rock, find the Members export, download the CSV, open it in Excel, and realize the columns are in the wrong order and the reward balance is formatted as a string with a dollar sign baked in. Fixing it in Power Query takes 20 minutes. Then she replies: can you add the sign-up date? You go back, re-export, and start over.
The bad version:
- Export the member list as CSV from the Referral Rock dashboard.
- Reformat column order in Power Query, strip currency symbols, convert date strings.
- Re-export every time a new field is requested, discarding your formatting work.
There's a quarterly review at 9 AM. You could spend the evening doing three rounds of this, or you could spend three minutes on it.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook and talks to Referral Rock directly — no CSV export, no Power Query step.
Pull all Referral Rock members for our program with their status, referral code, sign-up date, and pending reward balance into this worksheet, starting at row 2, with headers in row 1
What You Get
- Row 1 gets clean column headers: Member Email, Status, Referral Code, Sign-Up Date, Pending Reward Balance.
- Data fills from row 2 downward — one row per member, up to the full 1,200.
- The pending reward balance arrives as a number, not a string with currency formatting baked in.
- The worksheet is ready for PivotTables or filtering the moment the prompt completes.
What If the Data Is Not Quite Ready
You only want active members, not cancelled or paused ones
Fetch all Referral Rock members with status "active" and write their email, referral code, sign-up date, and pending reward balance into columns A through D of this worksheet
You need members across multiple programs and want a program column
Pull members from all our Referral Rock programs and write email, program name, status, referral code, and sign-up date into columns A through E — one row per member
The worksheet already has data in rows 1 through 50 and you want to append below it
Starting at the first empty row in this worksheet, import all active Referral Rock members with their email, referral code, and pending balance — do not overwrite existing rows
Clean member emails, flag zero-balance rows, and pull the roster in one shot
Pull all Referral Rock members into this worksheet with email, status, referral code, and pending reward balance; lowercase all emails in column A; mark any row where the pending balance is 0 with "no balance" in column E
One prompt handles the pull, the formatting, and the flag so you don't need a second pass before handing the workbook to the director.
Try It
Open the Excel workbook you use for program reviews and get the 7-day free trial of SheetXAI. Ask it to pull your full Referral Rock member roster into the workbook. For next steps, see how to export per-member stats for a leaderboard or how to pull the full referrals pipeline — both linked in the hub overview.