The Scenario
The CX director called a quarterly survey review for next Monday. Someone sent a Notion doc asking everyone to document which surveys are currently live, which are paused, and when each was created. You have 12 surveys in Refiner. You've never tried to list them all at once. You open the app, start clicking through each one, and realize you're going to be manually copying names and statuses into a workbook for the next half hour.
The bad version:
- Click into each survey in the Refiner UI and write down the name, status, type, and creation date.
- Realize midway through that "paused" and "draft" look the same in the list view — you're not sure which three surveys are actually paused versus never launched.
- Paste your notes into Excel, then spend time normalizing the date format so the column sorts correctly.
The review is Monday. There are 12 surveys today and there will probably be 14 by next quarter.
The Easy Way: One Prompt in SheetXAI
SheetXAI lives inside your Excel workbook and connects directly to Refiner's survey API. You describe what you want in the workbook, and it handles the listing and formatting.
List all Refiner surveys and write the survey name, state, type, and creation date into this Excel sheet
What You Get
- Column A: survey name
- Column B: survey state (active, paused, draft, archived)
- Column C: survey type (NPS, CSAT, custom, etc.)
- Column D: creation date formatted as YYYY-MM-DD
- One survey per row; header row in row 1
- All surveys returned regardless of state — nothing filtered out by default
What If the Data Is Not Quite Ready
You only want active surveys for the current inventory
List all Refiner surveys where state is active and write survey name in column A, type in column B, and creation date in column C of this Excel sheet. Sort by creation date oldest first.
You need survey IDs alongside the names for cross-referencing with another tool
List all Refiner surveys and write survey ID in column A, survey name in column B, state in column C, type in column D, and creation date in column E of this Excel workbook.
You also want to flag surveys that have never received a response
List all Refiner surveys into this Excel sheet. Write name in column A, state in column B, type in column C, total response count in column D, and creation date in column E. In column F write No responses if the response count is 0, otherwise leave it blank.
The quarterly review needs a one-line summary alongside each survey
List all Refiner surveys into this Excel workbook. Write name in column A, state in column B, type in column C, response count in column D, and last response date in column E. Sort by last response date descending so recently active surveys appear first.
An audit workbook is most useful when it answers the question behind the question. Sorting by last response date tells you which surveys are actually being seen — not just which ones are marked active.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook where you're tracking your Refiner survey setup, then ask it to pull the full survey inventory. You can also export responses from a specific survey or list your segments before targeting a new one.