The Scenario
It is 10:30 AM. Your onboarding team's call log from this week just landed in an Excel workbook: 300 customers who completed their onboarding call, email in column A, name in column B, call date in column C. The plan was to send each one a transactional NPS survey within 24 hours of the call. It is now 24 hours after the first call on the list.
The bad version:
- Open the Retently transactional survey UI, look up how to send a survey manually, discover it requires going one contact at a time through the interface.
- Try the API route instead — read the documentation, find the transactional endpoint, write a curl command, discover the template ID field format is different than expected, fix it, run it for row 1, check that it worked, build a loop.
- Give up on the API and paste 50 emails at a time into the Retently interface, clicking send each time, while keeping a separate tally of which batch you are on.
Three hundred contacts. One hour left before the survey timing window closes for the earliest calls on the list.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the contact list, understands the columns, and through its built-in Retently integration it can fire a transactional survey to every row in a single pass and write the send confirmation back into the workbook. No API setup, no batch management, no separate tally.
For each of the 300 rows in my Excel Post-Call List sheet with email in column A, fire the Retently transactional survey using template onboarding-nps and log the send timestamp in column B
What You Get
- A transactional survey request fires to each email in column A using the specified template.
- Column B receives the send timestamp for every successful send.
- Any row where the send fails — invalid email, already surveyed in the suppression window, Retently rate limit — gets an error description in column B instead of a timestamp.
- Rows with blank email addresses in column A are skipped automatically.
What If the Data Is Not Quite Ready
Some emails on the list were already surveyed this month
Before sending, check each email in column A against Retently's survey history — if the contact received a survey in the last 30 days, write Already Surveyed in column B and skip them; send to the rest and write the timestamp in column B
The template ID varies by customer type and is stored in column D
Send a transactional Retently survey to every row in the Post-Call List sheet — use the email from column A and the template ID from column D for each row, then write the send timestamp in column B when done
You only want to survey customers from this week's calls, not older backfill rows
Filter the Post-Call List sheet to rows where column C contains a date in the current calendar week — send the transactional Retently survey to those rows only using the email in column A and template onboarding-nps, and write the timestamp in column B for each one processed
Full validation plus send plus summary in one pass
Check every row in the Post-Call List sheet: skip rows where column A is empty or not a valid email format (write Invalid Email in column B), skip rows where the call date in column C is older than 48 hours (write Outside Window in column B), then send the transactional survey to all remaining rows, write the timestamp in column B, and write the total sent count into cell E1
The entire pre-send audit and the actual sends run in one operation.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook with a post-event contact list, then ask it to fire your Retently transactional surveys and log the results. You might also look at bulk customer imports or the Retently integration overview.