The Scenario
You're a safety manager preparing an insurance claim submission. The insurer asked for documentation on 10 closed SafetyCulture investigations — specifically, a PDF report URL for each one. The investigation IDs are in your Excel workbook, column A. The submission portal expects direct download links in column B.
Last quarter someone spent 30 minutes on this: open each investigation in SafetyCulture, generate the PDF export, copy the URL, paste it into the workbook. Ten times. This quarter, the task landed back on you.
The bad version:
- Open SafetyCulture and navigate to the first investigation ID from column A.
- Find the "Export as PDF" option, generate the report, wait for processing.
- Copy the download URL and paste it into column B, row 1.
- Repeat 9 more times, hoping you match each URL to the correct row because you opened a few investigations in the wrong order.
Ten manual PDF fetches when the investigation IDs are already in your workbook is ten manual steps that shouldn't exist.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads each investigation ID from column A, retrieves the PDF report URL from SafetyCulture, and writes the URL to column B — without you touching SafetyCulture's UI.
Open the SheetXAI sidebar and paste this:
Read the 10 investigation IDs in my Excel column A, retrieve the PDF report for each from SafetyCulture, and paste the download URLs into column B.
What You Get
- A PDF report URL written to column B for each investigation_id in column A.
- Any investigation IDs that fail — deleted investigations, permission issues — reported in column B with an error message so you know which ones need manual review.
- A column B ready to paste directly into your insurance submission portal.
What If the Data Is Not Quite Ready
Some investigation IDs in column A are invalid or already deleted
For each investigation_id in column A, attempt to fetch the SafetyCulture PDF URL. Write the URL to column B on success, or write 'error: [reason]' on failure.
You want to verify the URLs are still accessible before submitting
For each investigation_id in column A, fetch the SafetyCulture PDF URL, write it to column B, then check that each URL returns a 200 status and write 'valid' or 'broken' to column C.
You need the investigation title alongside the URL for your submission binder
For each investigation_id in column A, fetch the investigation title and PDF report URL from SafetyCulture, then write the title to column B and the URL to column C.
Full insurance submission prep in one shot
For each investigation_id in column A, fetch the investigation title and PDF report URL from SafetyCulture. Write title to column B and URL to column C. Verify each URL returns a valid response and write 'valid' or 'broken' to column D. At the bottom, write a summary: total fetched, total valid, total broken.
The insurer gets working links, not a list of IDs they have to look up themselves.
Try It
Get the 7-day free trial of SheetXAI and open your investigation ID workbook — then ask it to retrieve the SafetyCulture PDF report URLs. When you're done, see how the same workflow handles exporting open investigations or check the SafetyCulture integration overview.