The Scenario
You're the quality manager at a food processing facility and the monthly resource review is Friday. Your director wants a list of all open SafetyCulture investigations — investigation title, owner, status, how many linked actions, how many linked issues — so the team can decide where to focus for the next sprint. Nobody has pulled this data in a single view before. The previous approach was having each investigator verbally report their open items in the meeting, which meant 40 minutes of updates that could have been a spreadsheet.
This time the director specifically asked for a sheet.
The bad version:
- Open SafetyCulture's investigations module and start scrolling through open investigations.
- Click into each investigation to find the linked action count and linked issue count — this information doesn't appear in the list view.
- Copy the title, owner name, action count, and issue count into a Google Sheet manually, one investigation at a time across 25 open items.
Twenty-five investigations, two clicks deep each, with manual data entry. That's the version nobody is volunteering to repeat.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It reads SafetyCulture's investigation data — including linked counts — and writes the whole thing to your sheet without you touching the UI.
Open the SheetXAI sidebar and paste this:
List all open SafetyCulture investigations and for each one fetch the action count and issue count, then write investigation title, owner, status, action_count, and issue_count to my Google Sheet.
What You Get
- Every open SafetyCulture investigation written to your sheet — one row per investigation.
- Columns for investigation title, owner name, status, linked action count, and linked issue count.
- A flat sheet that your director can sort by action count to immediately see which investigations have the most outstanding work.
What If the Data Is Not Quite Ready
You also want to include the investigation ID for linking back to SafetyCulture
List all open SafetyCulture investigations and write investigation_id, title, owner, status, action_count, and issue_count to my sheet — one row per investigation.
You want to sort by total linked items
Pull all open SafetyCulture investigations with their action_count and issue_count, write them to my sheet, then add a column G that sums action_count and issue_count, and sort the sheet by column G descending.
You need to filter to investigations assigned to a specific owner
Pull all open SafetyCulture investigations where the owner is [owner_name], and write investigation_id, title, status, action_count, and issue_count to my Google Sheet.
Full resource-review sheet in one shot
Pull all open SafetyCulture investigations with their linked action and issue counts. Write investigation_id, title, owner, status, action_count, issue_count, and a total_linked column (sum of action_count and issue_count) to my sheet. Sort by total_linked descending. Highlight in orange any row where total_linked is greater than 10.
The director opens the meeting with a ranked list instead of 40 minutes of verbal updates.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet you use for quality reviews — then ask it to pull your open SafetyCulture investigations with linked counts. When you're done, see how the same workflow handles fetching investigation PDF report URLs or check the SafetyCulture integration overview.