The Scenario
Your team's weekly CX standup is at 9 AM Monday. You run it from an Excel workbook that the whole team has open on SharePoint — a single source of truth for where things stand. What is missing is the piece everyone asks about first: what is the current NPS score, and which surveys are queued to go out this week. That data lives in Retently. Getting it into the workbook before 9 AM means someone has to open Retently, write down the score, then manually copy the outbox entries into the table.
That person is usually you. It is 8:47 AM.
The bad version:
- Open Retently, find the current NPS score in the dashboard, switch to the workbook, type it into cell C1.
- Go back to Retently, navigate to the outbox view, read out the recipient email, campaign name, and send time for each queued entry, switch back to Excel, type them in one by one.
- Discover the outbox has 34 entries and you are already three minutes late starting the standup.
The standup does not wait. The manual data entry does not get faster.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook layout, understands where the data should land, and through its built-in Retently integration it can pull the live NPS score and the full outbox in a single request — writing the score to the right cell and populating the outbox table in the right range. You describe where you want it; it puts it there.
Pull Retently's latest NPS score into my Excel dashboard cell C1 and populate the Pending sheet with all outbox entries showing email, template name, and send timestamp
What You Get
- Cell C1 receives the current overall NPS score as a number.
- The Pending sheet gets one row per queued survey, with columns for email, template name, and scheduled send timestamp.
- If the outbox is empty, a single row with No surveys queued appears in the sheet so the table is never blank.
- Existing content in the dashboard above and around cell C1 is not touched.
What If the Data Is Not Quite Ready
You want the NPS score alongside a 30-day trend comparison
Get the current Retently NPS score and write it to cell C1 — also write the NPS score from 30 days ago into cell D1 and calculate the point change (positive or negative) into cell E1
The outbox table needs to be sorted by send time ascending
Populate the Pending sheet with all Retently outbox surveys sorted by scheduled send time ascending — include columns for email, template name, and send timestamp so the most imminent surveys appear first
You want to filter the outbox to one specific campaign
Write the current Retently NPS score to cell C1, then populate the Pending sheet with all outbox entries for the Post-Onboarding NPS campaign only — columns for email, template name, and send timestamp
Full dashboard refresh in one pass
Refresh the CX dashboard: write the current Retently NPS score into cell C1, the total number of active survey campaigns into cell C2, and the count of outbox entries into cell C3 — then clear and repopulate the Pending sheet with all queued surveys (email, template name, send timestamp) sorted by send time ascending
One prompt handles the summary cells and the detail table in a single refresh.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook you use for CX team reporting, then ask it to populate your NPS score and outbox table from Retently before your next standup. See also pulling campaign performance data or the Retently integration overview.