The Scenario
You got a calendar invite this morning: QBR with Acme Corp next Thursday. Your manager added a note: "pull their support history from Simplesat, 90 days, so we know what to address."
You manage about 40 accounts. You've never filtered Simplesat by company before — you've only ever looked at the full response feed. You're not sure if Simplesat even lets you filter by company name, or if that's a field that only shows up in the export.
The bad version:
- Export 90 days of all CSAT responses from Simplesat — every company, every agent — as a CSV
- Open the CSV in Excel, sort by company column, scroll until you find the "Acme Corp" rows
- Delete the other 450 rows, then copy the remaining rows into the workbook you're using for QBR prep
It's an important account. The QBR matters. And you're about to spend 40 minutes in a spreadsheet doing something that should take 40 seconds.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to Simplesat and scopes the response pull to a specific company, writing only those rows into your workbook.
Open the workbook where you're staging QBR prep data and paste this:
Fetch all Simplesat responses for company "Acme Corp" submitted in Q1 2026 and list agent name, score, and verbatim comment in this Excel sheet
What You Get
- Column A: agent name handling the ticket
- Column B: CSAT score for that response
- Column C: verbatim customer comment
- Only Acme Corp responses — no other company data in the workbook
- Ordered by date ascending so sentiment shift over the quarter is visible
What If the Data Is Not Quite Ready
You also want the ticket ID for cross-referencing with Zendesk
Fetch all Simplesat responses for company "Acme Corp" from the last 90 days and write ticket ID, agent name, CSAT score, and comment into columns A through D
You're not sure of the exact company name spelling in Simplesat
Search Simplesat for all responses from the last 90 days where company name contains "Acme" and write company name, ticket ID, score, and comment into columns A through D so I can verify the exact spelling
You need a separate worksheet for the low-score responses to use in the issues discussion
Pull all Simplesat responses for company "Acme Corp" from the last 90 days into the "All Responses" sheet in columns A through C, then copy only responses with score 1 or 2 to the "Low Scores" sheet in columns A through C
Full QBR prep in one pass
Fetch all Simplesat responses for company "Acme Corp" from the last 90 days, write ticket ID, agent, score, and comment to columns A through D, then below the data add a summary showing average score, total responses, and count of scores below 3
Pull the data, get the summary, flag the risks — all from one prompt.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook you use for account reviews, then ask it to pull 90 days of Simplesat responses filtered to one company. See also the agent leaderboard spoke or return to the Simplesat hub.