The Scenario
Your quarterly business review is in four days. The VP just asked for a breakdown of detractor themes from the last 90 days — not a count, an actual thematic read. You open Retently, navigate to the feedback section, and realize you are looking at a paginated table with no easy way to get all 1,400 rows into an Excel workbook where you can actually analyze them.
The bad version:
- Export the feedback CSV, open it in Excel, discover the score column imported as text, spend 20 minutes converting it and adding a category formula column.
- Realize the comment text column has inconsistent encoding and some cells are truncating mid-sentence — go back into Retently to verify, copy individual entries by hand.
- Build a pivot manually to group by score category, notice you forgot to filter out internal test entries, rebuild the pivot.
Your analysis window for this is Tuesday afternoon, not all of Tuesday through Thursday. The report is going to the VP, not into a folder somewhere.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, understands what you are working on, and through its built-in Retently integration it can pull all feedback records directly — no CSV, no reformatting, no manual category labels. You describe what you want; it handles the API calls and the writeback.
Pull every Retently feedback entry into my Excel NPS Dump sheet with columns for email, score, comment, campaign, and date — sort by score ascending so detractors appear first
What You Get
- Columns land in the order specified: email, score, comment, campaign name, date.
- Rows are sorted so scores 0-6 appear at the top of the sheet.
- The score column arrives as a number, not text — your existing pivot formulas work without modification.
- Any rows where the comment field is empty arrive with an empty cell, not an error.
What If the Data Is Not Quite Ready
The scores arrived as text and your pivot formula broke
Re-fetch the Retently feedback for the last 90 days into the NPS Dump sheet — ensure the NPS score column is formatted as a number, not text, then sort by score ascending
You only want feedback from one specific campaign
Pull all Retently feedback submitted in the last 90 days where the campaign name is Post-Onboarding NPS and write the results to the Campaign View sheet — columns for email, score, comment, and date only
You need to join the feedback against an account tier list in the Accounts sheet
Fetch all Retently feedback from the last 90 days into the NPS Dump sheet with email, score, comment, and date columns — then for each email, look up the account tier from the matching row in the Accounts sheet column B and write it into the adjacent column
Full cleanup and analysis in one pass
Pull all Retently feedback from the last 90 days into the NPS Dump sheet — remove any rows where the email contains @retently.com or @sheetxai.com (internal test entries), ensure score is numeric, sort by score ascending, then count the total Promoters (9-10), Passives (7-8), and Detractors (0-6) and write the summary into cells H2, H3, and H4 with labels in column G
The pattern: ask for the data quality fix and the analysis output in the same prompt rather than doing them in two separate steps.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook where you track NPS programs or customer feedback, then ask it to pull and sort your last 90 days of Retently responses. You can also explore enriching your account list with NPS scores or check the Retently integration overview.