The Scenario
You spent the last two weeks reviewing 400 Retently feedback entries for a thematic analysis project. The brief was to read every comment, assign a topic category, and produce a labeled dataset for the product team. You did the reading in an Excel workbook — feedback ID in column A, comment text in column B, your assigned tags in column C as comma-separated values. The review is done. The problem is that none of those tag assignments are actually back in Retently yet, and the product team wants to filter by topic in the Retently dashboard before the report goes out Monday.
The bad version:
- Open Retently, search for feedback ID 1, find the entry, open the tag panel, type in the first tag, add the second, save. Search for feedback ID 2.
- Realize after 30 entries that you misread one tag assignment and have to go back through the ones you have already submitted to find and correct it.
- Accept that at this rate, 400 entries is a multi-day job, not a Friday afternoon task.
The product team's review call is Monday at 10 AM. That is not a multi-day window.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the tag assignment table, understands which IDs map to which tags, and through its built-in Retently integration it can apply all 400 tag assignments in a single batch — no clicking through individual records, no manual tag entry.
Apply topics from column C of my Excel Coded Feedback sheet to the Retently feedback IDs in column A — process all 400 rows at once
What You Get
- Each feedback ID in column A gets its tags applied in Retently using the values from column C.
- Tags are added to the existing record — any tags already on the feedback item are not removed unless you ask for a replace operation.
- A status note lands in column D for each row: Applied for success, Not Found if the ID does not exist in Retently, or an error description if something else went wrong.
- All 400 rows process in a single pass.
What If the Data Is Not Quite Ready
Some tag values in column C need to be normalized before applying
Before pushing tags to Retently, clean the values in column C — trim whitespace from each tag, convert to lowercase, and remove any empty or duplicate tags within a cell — then apply the cleaned tags to each feedback ID in column A
You want to replace existing tags, not append to them
For each feedback ID in column A, clear all existing Retently tags from that entry first, then apply the tags from column C — write Replaced in column D when done
Some IDs appear more than once with different tag sets that need merging
Before sending to Retently, deduplicate column A — for any feedback ID that appears on multiple rows, merge all the tag values from column C across those rows into one combined set, then apply the merged tags to each unique ID in a single pass
Full audit plus batch apply in one pass
Scan the Coded Feedback sheet and flag any rows in column E where the feedback ID in column A is blank, the tag field in column C is empty, or the tags contain values not on the approved list in the Tags sheet column A — then apply tags for all valid rows to Retently and write the result in column D
One prompt covers the validation gate and the batch apply in sequence.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook with your offline-coded Retently feedback, then ask it to push all tag assignments back to the source records. You might also explore exporting feedback for analysis or the Retently integration overview.