The Scenario
You are a CX manager. You have 40 high-value customers whose Synthflow contact IDs are listed in a Google Sheet. You need to audit what the AI memory store has retained about each one before a quarterly account review with leadership.
The review is Thursday morning. It is Tuesday afternoon. You have never pulled memory store data in bulk before.
The slow version:
- You open the Synthflow dashboard and navigate to the contact memory section
- You look up customer 1, read the memory data, paste a summary into the sheet
- You repeat for customer 2
- By customer 7, you are not sure your summaries are capturing the right fields
- You restart with a different approach, copy the raw JSON, paste it into the sheet
- Thursday arrives with 15 of 40 customers audited and no consistent format.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet that reads each contact ID, fetches the memory store data, and writes a consistent summary back into the adjacent column, so you never have to click through individual contact records.
Open the SheetXAI sidebar and type:
For each contact ID in column A of this sheet, fetch the Synthflow memory store data for that contact and write the stored memory summary into column B.
SheetXAI iterates through all 40 rows, calls the Synthflow memory API for each contact ID, and writes the memory content into column B. When it finishes, you have a consistent one-column audit across all 40 customers.
What You Get
A completed memory audit table with 40 rows filled:
- Column A — contact ID (unchanged)
- Column B — memory store summary for that contact, or "no memory data" if the store is empty
Consistent format across all 40 rows. You can sort by whether column B is empty to immediately see which customers have no retained memory, and which ones have rich histories.
What If the Data Is Not Quite Ready
Memory audits surface surprises. SheetXAI handles edge cases inline.
When you want specific memory fields, not the full summary
Your audit only cares about the last product mentioned and the last support topic.
For each contact ID in column A, fetch the Synthflow memory data and write only the last mentioned product into column B and the last support topic into column C. If either field is not present, write "not recorded."
When some contact IDs in the sheet are from a different memory store
You have two Synthflow memory stores, one for support contacts and one for sales contacts.
For each contact ID in column A, check whether the contact belongs to memory store [STORE_ID_1] or [STORE_ID_2] and fetch from the correct one. Write the memory summary into column B and the store name into column C.
When you need to flag contacts with stale memory data
The audit should surface contacts whose memory has not been updated in over 90 days.
For each contact ID in column A, fetch the Synthflow memory data. Write the memory summary into column B and the last updated timestamp into column C. Flag any contact where the last update was more than 90 days ago by writing "STALE" in column D.
When you need to join memory data with CRM account names for the review deck
Leadership wants to see account names alongside memory summaries, but the sheet only has contact IDs.
For each contact ID in column A, look up the account name in HubSpot by matching on the contact's phone number. Write the account name into column B. Then fetch the Synthflow memory data and write the summary into column C. Sort the table by account name ascending so the review deck follows the same order as the account list.
The pattern: memory audits are a batch read with join logic, not a click-through task. Forty rows, one prompt, consistent output.
Try It
Get the 7-day free trial of SheetXAI and open a sheet with Synthflow contact IDs in column A, then ask it to fetch the memory store data for each one. The Synthflow integration is included in every plan. For related workflows, see how to audit call transcripts for QA or the Synthflow AI in Google Sheets overview.