The Scenario
It's Sunday evening and you're building Monday's quality review deck. The deck needs last month's CSAT responses — customer name, agent, score, sentiment, and comment — and right now none of that is in your workbook.
You know the drill. You've done it nine times before.
The bad version:
- Open Simplesat, navigate to the response list, set the date filter to the last 30 days, and export a CSV
- Open the CSV in Excel, figure out which of the 14 columns you actually need, delete the rest, rename the headers to match your workbook
- Paste the cleaned rows into the right worksheet, fix the two rows where the comment field had a line break that split the row in two
The review is at 9 AM. You're doing this at 8. The data is always slightly different from what you expect — a column renamed, a sentiment value with different casing than last month — and each small mismatch costs five minutes you don't have. Nobody brought you on as the person who cleans CSV exports on Sunday nights.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook structure, connects to Simplesat through its built-in integration, and pulls the responses directly into your columns — no CSV download, no header cleanup, no reformatting.
Open the workbook where you track weekly CSAT data and paste this into the SheetXAI sidebar:
Search Simplesat for all responses from the last 30 days and write customer name, team member, CSAT score, sentiment, and comment into columns A through E
What You Get
- Column A: customer name as recorded in Simplesat
- Column B: team member (agent) name linked to the response
- Column C: CSAT score (1-5 or percentage, depending on your survey config)
- Column D: sentiment label (positive, neutral, negative)
- Column E: verbatim comment, full text, no truncation
- Each response lands on its own row starting at row 2
What If the Data Is Not Quite Ready
The last export mixed up agent names because some have display names that differ from their login names
Search Simplesat for all responses from the last 30 days and write customer name, team member display name, CSAT score, sentiment, and comment into columns A through E — if any team member field is blank, write "unassigned" in column B
You need only the negative-sentiment responses for the coaching section of the review
Fetch all negative-sentiment Simplesat responses from the last 30 days and write customer name, agent, score, and comment into columns A through D, sorted by score ascending
The data lives across two separate Simplesat surveys (one for chat, one for email) and you need them merged into one worksheet
Pull responses from the last 30 days across all surveys in my Simplesat account and write survey name, customer name, agent, score, and comment into columns A through E
You want the pull plus a summary in one pass
Search Simplesat for all responses from the last 30 days, write customer name, agent, score, sentiment, and comment into columns A through E, then below the last row add a summary showing average score and response count grouped by agent name sorted by average descending
One prompt does the import and the aggregation together — cleanup and output in a single step.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook you use for support quality tracking, then ask it to pull last month's Simplesat CSAT responses into your columns. See also the agent leaderboard spoke or head back to the Simplesat hub.