The Scenario
It's a Tuesday afternoon and your product team just flagged that three different SatisMeter NPS surveys are running simultaneously across two product lines. Nobody's sure which ones are paused, which are active, or whether the survey targeting overlaps. You've been asked to produce a consolidated view before Thursday's planning session.
You open SatisMeter. The survey list is paginated. You start clicking through.
The bad version:
- Navigate through the SatisMeter UI, clicking into each campaign to check its status, then manually type the name, type, and status into an Excel worksheet row by row.
- Realize that "active" and "running" mean different things depending on which project you're looking at, and spend time reconciling the terminology across three separate project dashboards.
- Get to project three and discover you wrote the wrong survey type for two entries in project one, so you go back, fix them, and recount to make sure the totals are right.
You were supposed to be prepping the consolidation strategy. Instead you spent ninety minutes doing data entry.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, understands the context, and through its built-in SatisMeter integration it can fetch your full survey catalog — every survey, every status, every type — and write it directly into the structure you need.
List all surveys in SatisMeter project [PROJECT_ID] and write each survey's SurveyId, Name, Type, and Status into columns A through D of the "Survey Audit" worksheet, with headers in row 1
What You Get
- Column A: SurveyId for each campaign in the project.
- Column B: Survey name as it appears in SatisMeter.
- Column C: Survey type (NPS, CSAT, or CES).
- Column D: Current status (active, paused, draft, etc.).
- Row 1 gets the four column headers if the cells were empty.
- If the project has more surveys than the first API page returns, SheetXAI pages through automatically.
What If the Data Is Not Quite Ready
You need surveys from multiple projects combined
You're auditing three separate SatisMeter projects and want them in one workbook with the source project identified.
Pull all surveys from SatisMeter projects [PROJECT_ID_1], [PROJECT_ID_2], and [PROJECT_ID_3], write SurveyId into column A, Name into column B, Type into column C, Status into column D, and the source project ID into column E of the "Survey Audit" worksheet
You only want active surveys, not drafts or paused ones
The planning session only cares about what's live. Everything else is noise.
List all surveys in SatisMeter project [PROJECT_ID] where Status is active, and write SurveyId, Name, and Type into columns A through C of the "Active Surveys" worksheet
The audit worksheet already has last quarter's data and you want to mark what changed
Rather than overwriting, you want to see which surveys are new and which changed status since the last audit.
Fetch all surveys from SatisMeter project [PROJECT_ID], compare them against the existing SurveyId list in column A of the "Survey Audit" worksheet, add any new surveys as new rows at the bottom, and write "STATUS_CHANGED" in column E for any survey where the current Status differs from what's in column D
Full kill-chain: pull catalog, flag overlapping targeting, and count by type in one pass
Pull all surveys from SatisMeter projects [PROJECT_ID_1] and [PROJECT_ID_2] into the "Survey Audit" worksheet with SurveyId in column A, Name in column B, Type in column C, and Status in column D — then add a summary in columns F and G counting the number of active surveys by type across both projects
One prompt. The audit lands and the summary counts are done in the same pass.
Try It
Open an Excel workbook with a "Survey Audit" worksheet and get the 7-day free trial of SheetXAI — then ask it to pull your SatisMeter survey catalog directly into the workbook. You can also read the sibling article on pulling your full user list or go back to the SatisMeter integration hub.