The Scenario
You're the head of sales operations at a company that has been using Specific for eight months. The call analytics configuration has grown organically — surveys were added whenever someone had an idea, some were duplicated for different teams, and nobody tracked which ones are actually attached to live conversations. Your VP has asked you to rationalize the survey setup before Q3 planning. To do that, you need a full inventory: survey names, their context and tone settings, and how many conversations each one is linked to. You've never exported this data before.
The bad version:
- You navigate to Specific's survey management interface and start reading through surveys one at a time. There's no bulk export option you can find. You start copying names and settings into a spreadsheet by hand.
- By survey 11, you realize you can't see conversation counts from the survey list view — you have to open each survey individually to find that information. Each click takes you to a detail page, and then you have to navigate back to the list.
- After 45 minutes you have 14 surveys documented. You have no idea how many more there are, whether any names overlap, or which ones have zero conversations attached.
Your job is to make a strategic call about which surveys to keep, merge, or retire. Instead you've been doing data entry.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It connects to Specific through the built-in integration and can pull all survey definitions — including their metadata and conversation counts — directly into a sheet. No manual navigation, no clicking through detail pages one at a time.
List all surveys from Specific and write survey ID, name, context, tone, and number of associated conversations into this Google Sheet — one row per survey
What You Get
- Every survey in your Specific instance written into the sheet, one per row.
- Survey ID, name, context setting, tone setting, and conversation count each in separate columns.
- Zero-conversation rows visible immediately — surveys you can retire without losing any analytics history.
- The full inventory ready to sort, filter, and hand to your VP without touching Specific's UI again.
What If the Data Is Not Quite Ready
You want to flag surveys with no associated conversations
List all Specific surveys and write survey_id (A), name (B), context (C), tone (D), and conversation_count (E) into this sheet — flag any row where conversation_count is 0 with 'RETIRE CANDIDATE' in column F
You want to identify surveys with duplicate names
List all Specific surveys and write survey_id (A) and name (B) into this sheet — then check column B for duplicate names and flag duplicates with 'DUPLICATE NAME' in column C
You also want to document available data sources for cross-reference
Fetch all Specific surveys and write their names and IDs into columns A and B of this sheet, then list all available data sources in column D for cross-reference during the audit
Full inventory-and-audit in one shot
List all Specific surveys, write survey_id (A), name (B), context (C), tone (D), and conversation_count (E) — flag surveys with 0 conversations as 'RETIRE CANDIDATE' in column F, flag duplicate names as 'DUPLICATE' in column G, and sort the output by conversation_count descending so the most-used surveys appear first
Pull the full picture and surface the retirement candidates in one pass — so the Q3 rationalization is a strategy conversation, not a manual counting exercise.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet you use for sales operations planning — then ask it to pull all Specific surveys with conversation counts and flag the ones worth retiring. See also how to document custom field definitions or export conversation records for deeper analytics.