The Scenario
An IT administrator at a 200-person professional services firm received a ticket Monday: audit all SurveyMonkey groups in the company account before the permissions restructure scheduled for next month. She needs each group's name, ID, and creation date in an Excel workbook so the access review committee can annotate which ones to keep, merge, or retire. She has never used SurveyMonkey before. The person who owned the account left three weeks ago.
The bad version:
- Log into SurveyMonkey, navigate to the Groups section in the admin panel, see 22 groups listed — some with obvious names, some cryptic.
- Click into group 1, discover that the group ID is visible only in the URL bar, copy it manually, switch to Excel, paste it in, switch back to SurveyMonkey, click into group 2.
- After 8 groups, realize the creation date is not displayed anywhere in either the list view or the detail view, so you resort to sorting by name and guessing the age from context clues.
The access review committee meets Thursday. The workbook needs to be ready to share by Wednesday afternoon. She also has three other open tickets today.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to SurveyMonkey, pulls the complete group inventory with IDs and creation dates, and writes everything to the workbook in one operation.
Fetch all SurveyMonkey groups into the 'Groups Audit' Excel sheet with ID, name, and date columns, sorted by creation date ascending.
What You Get
- One row per SurveyMonkey group, covering the full account.
- Group ID, group name, and creation date in their own columns.
- Sorted by creation date ascending — oldest groups first, which is the standard view for access audits.
What If the Data Is Not Quite Ready
You want a Review Flag column for groups older than two years
Fetch all SurveyMonkey groups and write ID, name, and creation date into columns A through C of the 'Groups Audit' sheet. Add a Review Flag column in D: write REVIEW CANDIDATE for any group created before 2024-05-14, and OK for the rest.
You want to add annotation columns for the access review committee
Fetch all SurveyMonkey groups, write ID, name, and creation date into columns A through C of the 'Groups Audit' sheet, then add blank columns D and E labeled Decision (KEEP / MERGE / RETIRE) and Notes for the committee to fill in.
You need counts on a summary worksheet alongside the group list
Fetch all SurveyMonkey groups and write ID, name, and creation date to the 'Groups' worksheet. Write a summary to the 'Audit Summary' worksheet: total group count in B1, count of groups created before 2024-05-14 in B2, labeled appropriately.
You need the annotated audit table with flags, summary, and review layout in one operation
Fetch all SurveyMonkey groups, write ID, name, and creation date into columns A through C of the 'Groups Audit' sheet, sorted by creation date ascending. Add a Review Flag column in D (REVIEW CANDIDATE for groups older than 2 years, OK otherwise). Add blank Decision and Notes columns in E and F. Write total group count and count of review candidates into cells H1 and H2 with labels.
One operation generates the fully annotated audit table — ready to drop into the committee review without any additional formatting.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask it to pull your full SurveyMonkey group list with IDs and creation dates into a review-ready layout. For auditing the survey inventory itself, see the spoke on pulling a full account audit. For the full SurveyMonkey overview, see the hub page.