The Scenario
The CX director called a working session to consolidate overlapping surveys. Three different teams have been creating Simplesat surveys over the past two years — some CSAT, some NPS, one CES that nobody remembers setting up — and before she can decide which ones to retire, she needs a complete inventory. Survey name, metric type, and question text, all in one place.
You've been handed this task because you have Simplesat access and an Excel workbook.
The bad version:
- Log into Simplesat and click through each survey one at a time to record its name and metric type
- Open the workbook, manually type each survey name and type into a row
- Go back into each survey to find the specific question wording, copy it, paste it into column C
There are eleven surveys. That's 33 manual copy operations across two browser tabs. The director needs the inventory before Wednesday's consolidation meeting. It is currently Monday afternoon.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to Simplesat and lists all surveys and their associated questions in one pass, writing everything directly into your workbook columns.
Open a blank workbook and paste this into the SheetXAI sidebar:
Fetch all questions from my Simplesat account and write question text, metric type, and survey name into this Excel sheet
What You Get
- Column A: question text as configured in Simplesat
- Column B: metric type — CSAT, NPS, or CES
- Column C: survey name the question belongs to
- One row per question, all surveys covered
What If the Data Is Not Quite Ready
You need survey ID included for the Simplesat admin who will do the actual archiving
List all surveys in my Simplesat account and write survey ID, name, metric type, and primary question text into columns A through D
The director wants only active surveys, not archived ones
List all active surveys in my Simplesat account and write survey ID, name, and metric type into columns A, B, and C — exclude any surveys that are paused or archived
You need a grouping summary by metric type to make the consolidation conversation easier
List all surveys in my Simplesat account, write survey ID, name, and metric type to columns A through C, then below the full list add a summary showing how many surveys exist per metric type
Full audit package in one pass
List all surveys in my Simplesat account, write survey ID, name, metric type, and primary question text to columns A through D, then add a column E with the total number of responses each survey has collected
Full picture in one shot: what exists, what it asks, and how much data sits behind it.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask it to list all your Simplesat surveys and questions into columns. See the CSAT import spoke for pulling response data once the audit is done, or return to the Simplesat hub.