The Scenario
You are an operations manager. You just inherited a SimpleKPI account from a director who left the company. The account has 60 KPIs of unknown provenance. You need to document the entire performance framework — KPI names, descriptions, categories, units, and current targets — before you can brief your new team or make any changes.
You have a blank Google Sheet open. You need everything in it before your briefing tomorrow at 2 PM.
The bad version:
- Open SimpleKPI, navigate to the KPI list
- Click into KPI 1, read the details, type them into the sheet
- Go back, click KPI 2, repeat
- By 1:30 PM you have 22 of 60 KPIs documented and you still need to format the sheet for the briefing.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet that calls SimpleKPI's API and writes the full KPI catalog into the sheet, so you never have to click through the SimpleKPI UI row by row.
Open the SheetXAI sidebar and type:
Fetch all KPIs from SimpleKPI and write each KPI's ID, name, description, category, unit, and target into columns A through F of this sheet.
SheetXAI calls SimpleKPI, pulls every KPI, and writes the full table into the sheet. Sixty rows, six columns, one prompt.
What You Get
A complete KPI catalog in the sheet:
- 60 rows — one per KPI, with all available fields
- Column A — KPI ID (useful for follow-on write-back operations)
- Column B — KPI name
- Column C — description
- Column D — category name
- Column E — unit name
- Column F — current target value
The KPI IDs in column A are immediately useful. If you spot a KPI that needs its target updated or its description rewritten, you have the ID right there. Run a follow-on prompt and push the correction back into SimpleKPI without searching for it in the UI.
What If the Data Is Not Quite Ready
Inherited accounts are rarely clean. SheetXAI can clean up the export as it writes it.
When you want the output sorted and grouped by category
The raw export comes out in creation order, not category order.
Fetch all KPIs from SimpleKPI. Sort the results by category name, then by KPI name within each category. Write KPI ID, name, description, category, unit, and target into columns A through F.
When you want to flag KPIs with missing targets
Some KPIs in the account were created without targets set. You want them visible immediately.
Fetch all KPIs from SimpleKPI. Write ID, name, description, category, unit, and target into columns A through F. In column G, write "Missing target" if the target is blank or zero, and "OK" otherwise.
When you also need the full user assignment list
For the briefing, you need to show who owns each KPI, not just the KPI metadata.
Fetch all KPIs from SimpleKPI including the responsible user for each. Write KPI ID, name, category, unit, target, and responsible user name into columns A through F.
When you need the full audit: KPIs, categories, groups, and users in one export
Your handoff documentation needs everything in the account documented in one sheet, with separate tabs per entity type.
Fetch all KPIs from SimpleKPI and write them into the KPIs tab with columns for ID, name, description, category, unit, and target. Fetch all categories and write them into the Categories tab with ID and name. Fetch all groups and write them into the Groups tab with ID and name. Fetch all users and write them into the Users tab with ID, name, and email.
The pattern: pull the full account state in one prompt, organized for a handoff or audit.
Try It
Get the 7-day free trial of SheetXAI and open a blank sheet, then ask it to export your full SimpleKPI KPI catalog. The SimpleKPI integration is included in every SheetXAI plan. For the reverse workflow, see how to bulk-upload KPI actuals from a sheet or the SimpleKPI in Google Sheets overview.