The Scenario
The pricing team just handed you a spreadsheet with the new pricing tiers. Your job: cross-reference every existing MoonClerk payment form against the new structure and flag any form that needs to be updated before the go-live date in three weeks.
You know there are around 30 forms in MoonClerk — some recurring, some one-time, some both. You have no idea what all of them are named, what they charge, or which ones are still active. Nobody does. The person who built half of them is no longer with the company.
The bad version:
- Go to the Forms section in MoonClerk and start clicking through each one individually, copying the name, type, amount, and frequency into a sheet — one form at a time
- Realize some forms have the same name with a slight variation (a space, a lowercase letter) and you're not sure if they're different forms or duplicates from an import
- Get to form 18 and lose track of which ones you've already checked
This is the kind of audit that could take a morning and still leave you uncertain you caught everything.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the sheet and through its built-in MoonClerk integration can pull your full payment form catalog into the sheet in one step — so the audit starts with a complete picture rather than a partial one.
List all MoonClerk payment forms and write the form name, payment type, amount, billing frequency, and whether recurring or one-time into the 'Forms Audit' sheet
What You Get
- One row per payment form written to the 'Forms Audit' sheet
- Columns: form name, payment type, amount, billing frequency (Monthly, Annual, One-Time, etc.), and a recurring/one-time flag
- All forms pulled — active and inactive — so nothing gets missed in the audit
- Amounts appear as numbers, not formatted strings, so comparisons against the new pricing tier sheet are straightforward
What If the Data Is Not Quite Ready
I want to flag forms whose pricing doesn't match the new tiers
List all MoonClerk payment forms and write form name, amount, and billing frequency into the 'Forms Audit' sheet, then look up each amount in the 'New Pricing' tab and add a column called 'Pricing Match' — set it to 'Match', 'Mismatch', or 'Not Found'
Some form names look like duplicates — I want to flag them
Fetch all MoonClerk payment forms and write form name, amount, and billing frequency into the 'Forms Audit' sheet — add a column called 'Duplicate Flag' and mark any row where the trimmed, lowercase form name matches another row
I want to see only the recurring forms for the subscription pricing review
List all MoonClerk payment forms and write them into the 'Recurring Forms' sheet — include only forms where the payment type is recurring, showing form name, amount, and billing frequency
Full audit with mismatch flags and duplicate detection in one shot
Fetch all MoonClerk payment forms and write form name, amount, billing frequency, and payment type into the 'Forms Audit' sheet — look up each amount in the 'New Pricing' tab and flag mismatches in a 'Pricing Match' column, detect duplicate form names (case-insensitive, trimmed) and mark them in a 'Duplicate' column, and sort the results by billing frequency
One prompt, and the audit sheet is ready for review — no clicking through individual forms, no manual comparison against the new tier list.
Try It
Get the 7-day free trial of SheetXAI and open the Google Sheet you're using for your pricing audit — ask it to pull your full MoonClerk form catalog with the configuration fields you need to review. See also: pulling active subscriptions and MRR by plan and the full MoonClerk overview.