The Scenario
It's the last day of the fiscal quarter. The finance analyst has been asked to calculate the total outstanding reward liability before books close. Her CFO estimates the figure is somewhere around $18,000 — she needs to confirm the exact number, broken down by reward type and status, and have it in a Google Sheet by 5 PM.
The rewards data is in Referral Rock. She's been in the platform once before, to verify a single payout, and found the reporting UI not quite right for what she needs.
The bad version:
- Navigate to Referral Rock reports, filter to pending rewards, export a CSV.
- Open it, realize it doesn't include redeemed rewards — export a second CSV.
- Combine both exports in Sheets, deduplicate overlapping rows, add a reward-type column from a third lookup.
Two CSVs, a VLOOKUP, a dedup pass, and it's already 4:30.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the sheet and pulls every reward record from Referral Rock — issued, pending, and redeemed — into a single tab with the fields the finance team actually needs.
Import all pending Referral Rock rewards into this sheet with member email, reward type, amount, and issue date in columns A through D
What You Get
- One row per reward — member email, reward type (cash, gift card, coupon, etc.), amount as a number, issue date.
- No duplicate rows from overlapping exports.
- The sheet is ready for a pivot table by reward type and status in under two minutes.
What If the Data Is Not Quite Ready
You need all statuses — not just pending — so finance sees the complete liability picture
Pull every Referral Rock reward record — pending, issued, and redeemed — into this sheet with member email, reward type, amount, status, and issue date in columns A through E
The CFO also wants to see which program each reward came from
Import all pending Referral Rock rewards into this sheet with member email, program name, reward type, amount, and issue date in columns A through E
Amounts are in mixed currencies and need to be converted before the liability total is meaningful
Pull all pending Referral Rock rewards into this sheet with member email, reward type, original amount, currency code, and issue date; convert non-USD amounts to USD using the rate in cell B1 of the "FX" tab and write the converted amount into column F
Pull all rewards, calculate total liability by type, and write a summary in one shot
Import all pending and issued Referral Rock rewards into the "Rewards" tab with member email, reward type, amount, and status; then in the "Summary" tab write the total pending liability and the total issued-but-unredeemed liability grouped by reward type
A single prompt that ends with a summary tab means the CFO gets the liability breakdown without asking the analyst to build it as a separate step.
Try It
Open your quarter-end financial review sheet and get the 7-day free trial of SheetXAI. Ask it to pull all Referral Rock reward records and calculate the outstanding liability by type. Related reads: fetching pending payout data for AP reconciliation and auditing reward rules — both in the Referral Rock hub.