The Scenario
You are a CX manager. You have 40 high-value customers whose Synthflow contact IDs are listed in the VIP Contacts tab of an Excel workbook. You need to audit what the AI memory store has retained about each one before a quarterly account review with leadership on Thursday morning.
It is Tuesday afternoon. You have never pulled memory store data in bulk before.
The slow version:
- You open the Synthflow dashboard and navigate to the memory section
- You look up customer 1, read the memory summary, type it into the workbook
- By customer 6, you are not sure whether your typed summaries are capturing the right fields
- You try copying and pasting the raw JSON, which breaks the Excel cell formatting
- Thursday arrives with 18 of 40 customers audited, no consistent format, and the review starts in 20 minutes.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads each contact ID, fetches the memory store data, and writes a consistent summary back into the workbook, so you never have to click through individual contact records.
Open the SheetXAI sidebar and type:
Read the 'VIP Contacts' table in this workbook and for each ContactID fetch the memory data from Synthflow memory store [STORE_ID], writing the memory contents into the MemoryData column.
SheetXAI iterates through all 40 rows, calls the Synthflow memory API for each contact ID, and writes the memory content into the MemoryData column. When it finishes, you have a consistent audit across all 40 customers before the review.
What You Get
A completed memory audit table in the VIP Contacts tab with 40 rows filled:
- ContactID column — unchanged
- MemoryData column — memory store summary for that contact, or "no memory data" if the store is empty
Consistent format across all 40 rows. You can filter the MemoryData column to see which customers have no retained memory and which ones have rich histories.
What If the Data Is Not Quite Ready
Memory audits surface surprises. SheetXAI handles edge cases inline.
When you want specific memory fields, not the full summary
Your audit only cares about the last product discussed and the last complaint topic.
For each ContactID in the VIP Contacts tab, fetch the Synthflow memory data. Write only the last mentioned product into the LastProduct column and the last complaint topic into the LastComplaint column. If either field is absent, write "not recorded."
When some contact IDs belong to a different memory store
You have two Synthflow memory stores, one for support contacts and one for sales contacts.
For each ContactID in the VIP Contacts tab, determine whether the contact belongs to memory store [STORE_ID_1] or [STORE_ID_2] and fetch from the correct one. Write the memory summary into the MemoryData column and the store name into the StoreSource column.
When you need to flag contacts with stale memory data
The audit should surface contacts whose memory has not been updated in over 90 days.
For each ContactID in the VIP Contacts tab, fetch the Synthflow memory data. Write the summary into the MemoryData column and the last updated timestamp into the LastUpdated column. Flag any contact where the last update was over 90 days ago by writing "STALE" in the Status column.
When you need to join memory data with CRM account names for the review deck
Leadership wants to see account names alongside memory summaries, but the workbook only has contact IDs.
For each ContactID in the VIP Contacts tab, look up the account name in Salesforce by matching on the contact's phone number. Write the account name into the AccountName column. Then fetch the Synthflow memory data and write the summary into the MemoryData column. Sort the tab by AccountName ascending so the review follows the same order as the account list.
The pattern: memory audits are a batch read with join logic, not a click-through task. Forty rows, one prompt, consistent output.
Try It
Get the 7-day free trial of SheetXAI and open a workbook with Synthflow contact IDs in a table, then ask it to fetch the memory store data for each one. The Synthflow integration is included in every plan. For related workflows, see how to audit call transcripts in Excel or the Synthflow AI in Excel overview.