The Scenario
The ISO 9001 audit is next Tuesday. The auditor wants a complete register of every process your organization has documented — the name, the identifier, the date it was created or last reviewed. Your Process Street account has been accumulating templates for three years across five departments. Nobody has ever compiled them into one place. That task just landed on you this afternoon.
The bad version:
- Navigate to the Process Street template library, scroll through the list, and manually copy each name and ID into a Google Sheet one by one.
- The list is paginated. After 25 templates you realize you've been copying into the wrong column and have to redo the first batch.
- You finish, send it over, and the auditor asks why several templates are missing. You missed a page.
The audit is in five days and this register is the foundation for the rest of the documentation review. There's no version where spending four hours on a data-entry task is acceptable right now.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads your data and talks to Process Street on your behalf — it can pull your entire template library in one shot and structure it however you need.
List all workflows in our Process Street account and write the workflow name, ID, and creation date into columns A, B, and C of this sheet. Flag any workflow with the word 'deprecated' in its name with 'archive' in column D.
What You Get
- Every Process Street workflow template written into the sheet, one per row, starting at row 2.
- Column A: workflow name. Column B: workflow ID. Column C: creation date.
- Column D: "archive" for any template whose name includes "deprecated" — blank for all others.
- Headers written into row 1 automatically.
What If the Data Is Not Quite Ready
You also need to sort by department prefix
Template names follow a convention like "HR — Background Check" or "Finance — Vendor Onboarding," and you want the sheet sorted by department.
List all Process Street workflows and write name, ID, and creation date into columns A, B, C. Then sort the rows by column A alphabetically and write 'archive' into column D for any template with 'deprecated' in the name.
You only want templates created in the last 12 months
The auditor only needs current templates — anything older than May 2025 can be excluded.
Fetch all Process Street workflows created after 2025-05-01 and paste them into this sheet with name in column A, ID in column B, and creation date in column C. Skip any with 'deprecated' in the name.
You need a count by department for an executive summary row
The sheet needs a summary section showing how many templates each department owns.
List all Process Street workflows into columns A (name), B (ID), C (creation date). Then in a summary block starting at row 1 of a new tab called 'Summary', count how many workflow names start with each department prefix ('HR', 'Finance', 'Ops', 'Legal', 'IT') and write the counts with labels.
Full kill chain: fetch, classify, flag, and summarize in one shot
You need the full library, flagging for audit status, with a count of how many are ready for review versus deprecated.
List all Process Street workflows and write name, ID, creation date into columns A, B, C. Mark 'archive' in column D for any deprecated template and 'review' in column D for any template created more than 24 months ago. Then write a count of 'archive', 'review', and blank (current) entries into cells F1, F2, F3 with labels in E1, E2, E3.
One prompt does the fetch, the classification, and the summary — the auditor gets a complete, labeled register.
Try It
Get the 7-day free trial of SheetXAI and open a blank Google Sheet, then ask it to pull every Process Street workflow template into the sheet. Link to sibling: Bulk create workflow runs from a sheet | Process Street integration overview