The Scenario
You inherited a compliance workflow from someone who left three months ago. They were the one who knew how Process Street's data sets worked. Now the vendor assessment cycle is due and the "Vendor Assessments" data set has dozens of records marked "pending review" — vendors that need follow-up before the quarter closes. Your manager asked for a list of them this morning. You've been staring at the Process Street interface for twenty minutes trying to find a way to get them into a Google Sheet.
The bad version:
- Search the data set in Process Street, filter by status, and start copying rows by hand into a blank sheet.
- The data set has 14 columns. You copy vendor name and status, forget to include the assigned reviewer, and have to go back and re-copy the whole thing.
- After 40 minutes you have a sheet that's already out of date because two vendors were updated while you were copying.
This isn't analysis work — it's transcription. And transcription is not what you're supposed to be doing the week before close.
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 query a data set by column value and write the results straight into your sheet.
Search the Process Street data set named 'Vendor Assessments' for all rows where status equals 'pending review' and paste the results into this sheet with all columns, starting at row 2 with headers in row 1.
What You Get
- Every row from the "Vendor Assessments" data set where the status column equals "pending review" written into the sheet.
- All columns preserved — vendor name, assigned reviewer, last updated date, and anything else in the data set.
- Headers in row 1, data starting at row 2.
- The query runs against the live data set, so what you get reflects the current state.
What If the Data Is Not Quite Ready
You need two statuses, not one
You want both "pending review" and "escalated" records in the same sheet output.
Fetch all rows from the Process Street data set 'Vendor Assessments' where status is either 'pending review' or 'escalated', write all columns into this sheet with headers in row 1. Add a column at the end called 'Priority' and set it to 'High' for escalated rows and 'Normal' for pending review.
The data set ID varies and you need to reference it from the sheet
The data set ID is stored in cell B1 and you don't want to hardcode it in every prompt.
Fetch all records from the Process Street data set whose ID is in cell B1 of this sheet. Write every row into the sheet starting at A2 with column headers in A1.
You need to join with a second tab to match vendor names to account owners
The sheet has a "Owners" tab mapping vendor name to account owner name, and you want that owner column added to the output.
Pull all 'pending review' rows from Process Street data set 'Vendor Assessments' into this sheet. Then look up each vendor name in the 'Owners' tab (column A = vendor name, column B = owner name) and add the owner name as a new column at the end.
Full kill chain: filter, enrich, sort, and flag overdue in one prompt
You need pending review vendors, enriched with the owner lookup, sorted by last-updated date ascending, with anything older than 30 days flagged as overdue.
Fetch all 'pending review' rows from 'Vendor Assessments' data set. Match vendor names to owners using the 'Owners' tab. Sort by last updated date ascending. Add an 'Overdue' column: mark 'Yes' if last updated is more than 30 days ago, otherwise 'No'. Write all columns plus Owner and Overdue into this sheet with headers in row 1.
The filter, the lookup, the sort, and the flag all happen in one shot — you hand the sheet to your manager without opening Process Street once.
Try It
Get the 7-day free trial of SheetXAI and open a blank Google Sheet, then ask it to pull records from any Process Street data set filtered by the column values you care about. Link to sibling: Bulk complete workflow runs from a sheet | Process Street integration overview