The Scenario
You are a nonprofit program director. Your organization has six Jotform forms — one grant application per department. Each department head needs to be able to download their own form data without logging into Jotform.
You want to give each of the six department heads a direct Excel export link for their form. One Google Sheet. Form name, report link, and form owner in three columns. Each department head bookmarks their row and downloads their own data whenever they need it.
The bad version:
- You log into Jotform, navigate to form 1, go to the Reports tab, find the Excel export report, copy the link
- Paste it into the sheet, type the form name and owner manually
- Repeat for forms 2 through 6
- Realize the links expire or change and you need to redo this quarterly
- You spend 45 minutes building something you will have to rebuild next quarter.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your spreadsheet that can retrieve Jotform's report URLs for every form in the account and write them into the sheet for you.
Open the SheetXAI sidebar and type:
Fetch all Jotform report URLs for forms in my account and write the form name, form ID, and report download link into my Reports Directory sheet.
SheetXAI calls Jotform's reports API, retrieves the export URL for every form, and writes the directory in one pass.
What You Get
A clean directory in the sheet:
- Form name — readable label for each form
- Form ID — for cross-reference with other data
- Report download link — the direct URL to the Excel or CSV export
Every form in the account is listed. You do not have to navigate into each one manually. If a new grant form is added next quarter, run the same prompt and the directory updates.
Each department head gets a direct link they can bookmark. When they need their latest data, they click the link and download without logging into Jotform.
What If the Data Is Not Quite Ready
Report directories often need filtering and annotation before they are ready to distribute. SheetXAI handles it in the same prompt.
When you only want active forms in the directory
Jotform includes disabled and deleted forms in the API response. You do not want dead links in the directory.
Fetch all Jotform forms in my account. Filter to forms with status "active" only. For each, retrieve the report URL and write form name, form ID, status, and report download link into the Reports Directory sheet.
When you need to assign an owner to each row
The directory goes out to department heads and each should see their own form clearly labeled.
Fetch all Jotform forms in my account and retrieve report URLs for each. Write form name, form ID, and report URL into the Reports Directory sheet. In a new column called Form Owner, write the name of the department based on the form name — use the first word of the form name as the department label.
When you want to include both Excel and chart report URLs
Jotform generates multiple report types per form. You want to include both the downloadable data link and the visual chart report link.
Fetch all Jotform forms and their associated report URLs. For each form, find the Excel download report URL and the chart/visual report URL. Write form name, Excel report link, and chart report link into three columns in the Reports Directory sheet.
When you need the directory built, annotated, and emailed
The full workflow: pull links, label owners, flag any forms that have no submissions yet, and write a note for the email you will send to department heads.
Fetch all Jotform forms and their report URLs. Write form name, form ID, report URL, and total submission count into the Reports Directory sheet. Add a column called Status: if submission count is 0, write "no data yet — no link to share"; otherwise write "ready." Then write a summary sentence at the top of the sheet that I can copy into the distribution email, noting the date and how many forms have data ready.
The pattern: the directory is one prompt, the annotation is the same prompt.
Try It
Get the 7-day free trial of SheetXAI and build a Jotform report link directory for your forms in one prompt, then add ownership and status columns in the same pass. The Jotform integration is included in every SheetXAI plan. For more, see how to build a full forms inventory audit or the Jotform in Google Sheets overview.