Quick taskOperations

Take the records where you need them.

Export selected records for a handoff, analysis, or a dated snapshot.

Get the starting prompt Explore the worked example

A complete worked example

Give a coordinator just the fields they need.

The event coordinator needs a roster from the registration table, without internal notes or unrelated form answers.

Fictional project and sample data. This preview does not submit, publish, or change access.

Workshop / Event team / Roster.csv

Event team only · illustrative result

Workshop roster

A dated export of completed registrations, ready for the coordinator.

Scope: Completed responses only
Format: CSV with three selected columns

Workshop roster · sample records
Name	Session	Access needs
Alex	Morning	Step-free entry
Priya	Afternoon	None supplied
Sam	Morning	Large-print handout

What the file contains

The roster contains the selected records and columns at export time. The coordinator does not need access to the full response table to receive this authorized export.

Select After follow-up to see what the next request changes.

What the recipient can access

The selected roster, including access needs required to run the event.

Kept out of this handoff

Internal notes, draft responses, and unrelated contact information.

How it runs

Choose the scopeIdentify the table, relevant records, and permitted columns.
Export the dataCreate the export using supported database tools.
Check the handoffReview the contents before sharing with the intended recipient.
You getA CSV export of the selected structured data.

A prompt to start with

Copy this into your AI tool after connecting it to Fermium. Replace the bracketed details and let it ask for the context it needs.

Export [table] to CSV with [selected records and columns]. Keep internal fields out of the export, use the authorized destination [folder], and tell me how attachment references are represented.

Explore databases and views Read the setup guide

What this workflow needs

File references are not embedded originals. Exporting files themselves requires a separate authorized download or handoff.

Does the CSV include the uploaded file bytes?

No. Plan a separate transfer of the originals when the recipient needs them.