The Scenario
The marketing director is about to redesign the incentive structure across all six active referral programs. Before she touches anything, she wants a side-by-side view of every program's current reward rules — payout trigger, reward type, amount, and delivery method — in a single Google Sheet so she can see inconsistencies at a glance.
She's been running these programs for 18 months. Nobody has ever pulled the rules into a single place before. The information lives across six separate program dashboards in Referral Rock.
The bad version:
- Open Referral Rock, navigate to Program 1, click into Reward Rules, note the trigger type, amount, and delivery method somewhere.
- Repeat for Programs 2 through 6.
- Build the comparison sheet manually, one column at a time.
Six programs, multiple rules each, all noted by hand. By Program 4 she's already questioning whether she copied Program 2's amount correctly.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the program IDs from your sheet and fetches the reward rules from Referral Rock for each one — giving you a side-by-side comparison without a single dashboard visit.
Fetch the reward rules for every program ID in column A and write the trigger type into column B, payout amount into column C, and delivery method into column D, with one row per rule
What You Get
- One row per rule across all six programs — trigger type, payout amount, delivery method.
- Programs with multiple rules each get multiple rows, clearly labeled with the program ID in column A.
- The sheet is ready for sorting by payout amount or grouping by trigger type as soon as the prompt completes.
What If the Data Is Not Quite Ready
You want program names in the output instead of IDs
Fetch reward rules for every program ID in column A from Referral Rock, write the program name into column B, trigger type into column C, payout amount into column D, and delivery method into column E
Some program IDs in column A are placeholders you haven't filled in yet
Fetch Referral Rock reward rules for each row in column A where the value is not blank and not "TBD", and write trigger type, payout amount, and delivery method into columns B through D
You want a second tab that flags any programs where the payout amount differs from your target of $20
Fetch reward rules for every program ID in column A, write trigger type, payout amount, and delivery method into columns B through D; then in the "Discrepancies" tab list any program where the payout amount in column C does not equal 20
Pull rules, flag inconsistencies, and summarize by delivery method in one shot
Fetch Referral Rock reward rules for every program ID in column A; write program ID, trigger type, payout amount, and delivery method into columns A through D of the "Rules" tab; flag any row where payout amount exceeds 50 with "review" in column E; and in the "Summary" tab write the count of rules per delivery method
One prompt that ends in a summary tab gives the marketing director the data and the structure she needs to walk into the redesign conversation.
Try It
Open your incentive-structure review sheet and get the 7-day free trial of SheetXAI. Ask it to fetch reward rules for all six programs and flag any inconsistencies. Related reads: exporting the referrals pipeline for conversion analysis and exporting the member roster for program review — both in the Referral Rock hub.