The Scenario
You are a solutions engineer. A client has decided to migrate their entire Typeform account to a new one their IT team controls. They have twenty-five forms. You need to document every form's structure — field types, question text, and conditional logic rules — before the migration begins.
The migration handoff call is in three days. You have an Excel workbook ready for the documentation.
The slow version:
- You open each form in Typeform's builder one by one
- You manually type field type, question text, and whether logic is enabled into the workbook
- By form eight, your column structure has drifted because some forms have twelve fields and others have two
- By form twenty, you are not confident the documentation is accurate
- You send it to the client and they find three errors on the call.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that fetches form structure from Typeform's API directly, so you do not have to read the form builder.
Open the SheetXAI sidebar and type:
Fetch the full configuration for each Typeform form ID in column A and write form title, number of fields, field types (comma-separated), and whether conditional logic is enabled (Yes/No) into columns B through E for each row.
SheetXAI calls Typeform's form retrieval endpoint for each of the twenty-five IDs and writes the structured metadata into the workbook. You have a complete documentation table in minutes.
What You Get
A migration-ready documentation workbook:
- Column B — form title (as it appears in Typeform)
- Column C — total number of fields
- Column D — field types, comma-separated
- Column E — conditional logic enabled: Yes or No
The documentation is pulled from the API, not typed from the UI. Every field name and type is exactly what Typeform stores, with no transcription errors.
What If the Data Is Not Quite Ready
Migration documentation is often more detailed than a summary table. SheetXAI handles each escalation in one prompt.
When you need full question text, not just field types
The summary shows field types, but the client needs the actual question wording for each field.
For each Typeform form ID in column A, get the full configuration and write one row per field into the workbook. Columns: form ID, form title, field order, field type, and question text. Group all fields from one form together before moving to the next.
When you need to flag forms that use logic the new account may not support
The new account is on a lower Typeform plan that does not support conditional logic.
For each form ID in column A, fetch the configuration. If the form uses conditional logic, write "Logic present — review required" into column E and list the affected field references in column F. If no logic, write "Clean" into column E.
When the client needs all answer options for multiple-choice questions
The migration requires rebuilding each form from scratch. You need the full option list for every multiple-choice field.
For each Typeform form ID in column A, fetch the full configuration. For each multiple-choice field, write one row per answer option into the workbook with columns: form ID, field order, question text, and answer option text. For non-choice fields, write the field type and question text into a single row.
When you need to add a plain-English summary of each form's purpose for the client handoff
The client's IT team has never seen these forms. They need a brief description of what each form does.
For each form ID in column A, fetch the configuration and write a clean documentation table: form title, number of fields, field types, logic enabled (Yes/No), and a plain-English summary of what the form does based on the question text — infer the purpose from the questions. Write the summary into column F. This is for a client handoff, so be concise and professional.
The pattern: the prompt escalates from summary to granular depending on what the migration requires. You describe the output shape and SheetXAI structures it.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook with your Typeform form IDs in column A, then ask it to document the structure of each form. The Typeform integration is included in every SheetXAI plan. See also how to reorganize forms by workspace or the Typeform in Excel overview.