The Scenario
The product-team retro is on Thursday and you've been asked to bring the NPS data. Not a summary slide — the actual responses, with comments, from the past quarter. You open Refiner, find the responses view, filter by date range, and discover the export is a flat CSV with 18 columns you don't need and headers that don't match what the team expects in the shared workbook.
The bad version:
- Download the CSV, open it in Excel's text import wizard, step through the delimiter options, and spend 10 minutes deleting columns and renaming the ones that remain.
- Realize the date field parsed as a serial number and spend another 5 minutes reformatting it to a readable date.
- Copy-paste the cleaned range into the shared worksheet, only to find it already has 200 stale rows that need to be cleared first.
The retro is in two days. Reformatting a CSV export is not how you planned to spend tomorrow morning, and the product manager will ask for the same thing next quarter anyway.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads what's in the workbook and connects to Refiner on your behalf, so you can pull response data without touching a CSV.
Pull all Refiner survey responses from the past 90 days and write respondent email, survey name, NPS score, and open-ended comment into columns A through D of this sheet
What You Get
- Column A: respondent email address
- Column B: survey name (e.g., "Q1 NPS", "Onboarding CSAT")
- Column C: numeric score (0–10 for NPS, 1–5 for CSAT)
- Column D: open-ended comment text
- Row 1 contains headers; data starts at row 2
- If a respondent left the comment field blank, column D shows an empty cell — not an error
What If the Data Is Not Quite Ready
The responses include multiple survey types and you only want NPS
Fetch all Refiner survey responses from the past 90 days where the survey type is NPS and write respondent email, score, and comment into columns A, B, and C of this Excel sheet — skip any CSAT or custom survey responses
The comment text contains line breaks that break the row layout
Pull all Refiner NPS responses from the past 90 days into columns A through D — email in A, survey name in B, score in C, comment in D — and strip any newline characters from the comment text before writing it
You want to join the score with a label so stakeholders can read it
Fetch all Refiner NPS responses from the past 90 days. Write email in column A, score in column B, and in column C write Promoter if the score is 9 or 10, Passive if 7 or 8, and Detractor if 6 or below. Write the raw comment into column D.
The team also wants a count of promoters, passives, and detractors at the top before the raw data
Pull all Refiner NPS responses from the past 90 days. In row 1 write Promoters, Passives, Detractors as labels and the counts in row 2. Leave row 3 blank. Starting at row 4, write email in column A, score in column B, and the raw comment in column C.
The cleanest exports are the ones that don't make the reader do math. Describe the output shape you actually want — labels, groupings, summary rows — and include it in the same prompt.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook where you track customer feedback, then ask it to pull your last 90 days of Refiner responses. You can also explore how to pull NPS trend data by week or enrich a contact list with profile data.