The Scenario
You are a QA analyst. It is Thursday afternoon and your weekly quality review meeting is at 9 AM Friday. You need a workbook of the past 7 days of calls for your customer support agent, with transcript excerpts and success statuses, so the team can work through coaching notes during the meeting.
There are 200 calls. Each transcript is a separate API fetch.
The bad version of Thursday afternoon:
- You find the call IDs in Synthflow's dashboard and export a CSV
- You open it in Excel and start writing a Power Query to merge transcript data
- The Power Query connector does not support Synthflow's transcript endpoint
- You pivot to a Python script, run it, it errors out on call 147
- You patch it, rerun, import the partial result into the workbook
- You walk into Friday's meeting with transcripts for 130 of 200 calls and a gap you cannot explain.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that handles the call list, the transcript fetches, and the write-back in sequence, without any script or Power Query work.
Open the SheetXAI sidebar and type:
In Excel, pull the last 7 days of Synthflow calls for agent [MODEL_ID], fetch the transcript for each, and write the call date, duration in seconds, success status, and first 500 characters of the transcript into the 'QA Review' tab. Flag any calls where the transcript is empty.
SheetXAI pages through the call list, fetches each transcript, and writes the four columns into the QA Review tab. Calls with empty transcripts get a flag in the transcript column so the QA lead can see which ones to investigate before the meeting.
What You Get
A QA review table in the QA Review tab with 200 rows filled:
- Call date column — date of each call
- Duration column — duration in seconds
- Success status column — outcome of the call
- Transcript column — first 500 characters, or a flag if empty
Flagged rows are visible in the table. The team can filter the Success Status column to only failed calls, sort by date, and jump directly to any flagged transcript. No pre-processing, no pivot required.
What If the Data Is Not Quite Ready
Transcript workbooks have edge cases. SheetXAI handles them inline.
When you need a longer transcript excerpt
The 500-character cutoff is too short for complex support calls.
Rerun the transcript pull for agent [MODEL_ID] in the QA Review tab but write the first 1,500 characters of each transcript instead of 500.
When you only want failed or escalated calls
Your QA process focuses on the worst-performing calls.
Filter the call list to only rows where the success status is "failed" or "escalated." Fetch transcripts for those calls and write them into the QA Review tab.
When you need to score each transcript against a rubric
You have a QA rubric in the Rubric tab with six scoring criteria.
For each call in the QA Review tab, read the transcript and score it against the six criteria in the Rubric tab. Write the scores as individual columns starting at column F, one column per criterion. Add a total score in the final column.
When you need the full transcript plus a one-sentence summary per call
Senior coaches review the full text but want a summary at a glance.
For each call ID in the QA Review tab, fetch the full transcript from Synthflow and write it into the Transcript column. In the Summary column, write a one-sentence summary of what the call covered and whether it was resolved. Flag any transcript under 100 words as potentially incomplete.
The pattern: transcript QA is a batch read with conditions, not an afternoon of API calls. One prompt replaces the script.
Try It
Get the 7-day free trial of SheetXAI and open any blank workbook, then ask it to pull your Synthflow call transcripts into a QA Review tab. The Synthflow integration is included in every plan. For related workflows, see how to export call analytics in Excel or the Synthflow AI in Excel overview.