The Scenario
Quarterly access review is next Tuesday and your compliance officer needs a list of everyone with visitor access to the sensitive data collection form in Formdesk. All 80 of them. With visitor IDs, names, emails, and registration dates. The form collects personally identifiable information, so this isn't optional.
You've never done this before. You find out on Friday afternoon.
The bad version:
- You open Formdesk and look for a visitor export function. There isn't one — you can browse the list in the UI, but exporting it isn't a built-in option.
- You start copying visitor details row by row from the Formdesk interface into a Google Sheet.
- You get to visitor 15, scroll the wrong direction, lose your place, and start wondering if you've counted the same person twice.
80 visitors. A manually assembled audit sheet. A compliance deadline on Tuesday. None of this is what you were supposed to be doing on Friday afternoon.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It connects to Formdesk through its built-in integration and pulls the complete visitor list for your form directly into the sheet — every record, no manual scrolling.
Fetch all visitors for Formdesk form ID in cell A1 and write visitor ID, name, and email into columns A, B, and C
What You Get
- Column A: visitor ID for each account on the form
- Column B: visitor name
- Column C: email address
- One row per visitor, headers in row 1, data from row 2 down
- The sheet reflects the complete current visitor list at the time the prompt runs
What If the Data Is Not Quite Ready
You also need registration dates for the audit
Pull all visitors from my Formdesk form with ID in cell A1 and write visitor ID, name, email, and registration date into columns A through D
You need to flag visitors who registered more than 12 months ago
Fetch all visitors for Formdesk form ID in cell A1, write visitor ID, name, email, and registration date into columns A through D, and flag any row where the registration date is more than 12 months ago with 'review for removal' in column E
The form ID should come from the sheet
Pull all visitors from the Formdesk form whose ID is in cell A1 and write visitor ID, name, and email into columns B, C, and D — keep column A for my own notes
Full access audit package in one shot
Fetch all visitors for Formdesk form ID in cell A1, write visitor ID, name, email, and registration date into columns A through D, flag any visitor registered more than 12 months ago with 'review' in column E, sort the result by registration date ascending, and add a summary row at the top showing total visitor count
The audit report assembles itself. You hand it to compliance on Monday, not in a panic on Tuesday morning.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet, drop your Formdesk form ID into cell A1, and ask it to pull the visitor list — the compliance sheet is ready in seconds. Then link to Sync Visitor Data From a Google Sheet to Formdesk or back to the Formdesk integration overview.