The Scenario
You're a safety manager preparing an insurance claim submission. The insurer has asked for documentation of 10 closed SafetyCulture investigations — and specifically for a PDF report of each one. The investigation IDs are already in your Google Sheet, column A. You need the PDF download URL for each one in column B, because the submission portal expects direct links.
Someone on your team spent 30 minutes on this last quarter: open each investigation in SafetyCulture, navigate to the export options, generate the PDF, copy the download link, paste it into the sheet. Ten times. This quarter it's your turn.
The bad version:
- Open SafetyCulture and navigate to the first investigation ID from column A.
- Find the "Export as PDF" option, generate the report, wait for it to process.
- Copy the download URL and paste it into column B, row 1.
- Repeat 9 more times, remembering to match each URL to the correct row because you opened a few of them in the wrong order.
Ten manual PDF fetches is survivable. But it's also completely unnecessary when the investigation IDs are already in your sheet.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It reads each investigation ID from column A, retrieves the PDF report URL from SafetyCulture, and writes the URL to column B — without you touching the SafetyCulture UI.
Open the SheetXAI sidebar and paste this:
For each investigation_id in column A of my Google Sheet, fetch the SafetyCulture PDF report URL and write it to column B.
What You Get
- A PDF report URL written to column B for each investigation_id in column A.
- Any investigation IDs that fail — deleted investigations, permission issues — reported in column B with an error message so you know which ones need manual review.
- A column B that's ready to paste directly into your insurance submission portal.
What If the Data Is Not Quite Ready
Some investigation IDs in column A are invalid or already deleted
For each investigation_id in column A, attempt to fetch the SafetyCulture PDF URL. Write the URL to column B on success, or write 'error: [reason]' on failure.
You want to verify the URLs are still accessible before submitting
For each investigation_id in column A, fetch the SafetyCulture PDF URL, write it to column B, then check that each URL returns a 200 status and write 'valid' or 'broken' to column C.
You need the investigation title alongside the URL for your submission
For each investigation_id in column A, fetch the investigation title and PDF report URL from SafetyCulture, then write the title to column B and the URL to column C.
Full insurance submission prep in one shot
For each investigation_id in column A, fetch the investigation title and PDF report URL from SafetyCulture. Write title to column B and URL to column C. Verify each URL returns a valid response and write 'valid' or 'broken' to column D. At the bottom, write a summary: total fetched, total valid, total broken.
The insurer gets working links, not a list of investigation IDs they have to look up themselves.
Try It
Get the 7-day free trial of SheetXAI and open your investigation ID spreadsheet — then ask it to retrieve the SafetyCulture PDF report URLs for each one. When you're done, see how the same workflow handles exporting open investigations or check the SafetyCulture integration overview.