The Scenario
You are a marketing automation specialist. You enrolled 500 contacts in the "New Customer Onboarding" automation in ActiveTrail last month. The automation has 5 steps.
Your director asked this morning: which contacts completed all 5 steps, which ones dropped off at step 3, and why? She needs the answer by 2 PM in an Excel workbook she can share with the product team.
The slow version:
- You log into ActiveTrail and open the automation
- The UI shows step completion percentages, not a contact list
- You look for a contact-level export — it does not exist in the UI
- You try the API — there is an automation log endpoint but the response structure is unclear
- You spend 90 minutes building a test API call, parsing the response, pasting it into Excel
- It is 2:20 PM. The director shared a meeting invite for 2:00 PM.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that pulls the automation contact log from ActiveTrail and writes it directly into the workbook — no API docs, no response flattening.
Open the SheetXAI sidebar and type:
Pull the automation log for ActiveTrail automation ID 88 and write each contact's email, step name, and completion status to the Automation Log tab of this workbook. Sort by step name, then by completion status so I can see which contacts completed each step and which did not.
SheetXAI calls ActiveTrail, fetches the contact-level step data, and writes it into the Automation Log tab. You have the dropoff analysis before 2 PM.
What You Get
A contact-level automation log for the dropoff analysis:
- Email, step name, completion status — one row per contact per step
- Sorted by step — all contacts at step 1, then step 2, so dropoff is visible at a glance
- Every enrolled contact — not just completers, the full 500-contact log
The dropoff point is immediately visible. 500 at step 1, 490 at step 2, 340 at step 3, 210 at step 4 — you know exactly where the automation loses people.
What If the Data Is Not Quite Ready
Automation log data often needs shaping for a proper analysis. SheetXAI handles it in the same prompt.
When you want a step-level summary, not a contact list
The director wants: step name, enrolled count, completed count, dropoff count.
Pull the automation log for ActiveTrail automation ID 88. Write a summary table to the Dropoff Summary tab: one row per step, with step name, total contacts who reached that step, total who completed it, and dropoff count. Sort by step order.
When you want to identify contacts who dropped off at step 3 specifically
You want to re-enroll the contacts who stopped at the problematic step.
Pull the automation log for ActiveTrail automation ID 88. Filter to contacts who did NOT complete step 3 but DID complete step 2. Write their email addresses to the Re-Engage tab of this workbook.
When you want to cross-reference automation completers against a purchase list
You want to know which completers also made a purchase.
Pull the automation log for ActiveTrail automation ID 88. Identify contacts who completed all 5 steps. Cross-reference against column A of the Purchasers tab. Write contacts in both lists to the Qualified tab, and completers who did not purchase to the No Purchase tab.
When you want the full analysis — log, dropoff rates, re-engagement list, and a summary in one prompt
The product team wants a complete workbook to review.
Pull the automation log for ActiveTrail automation ID 88. Write the full contact-level log (email, step name, completion status) to the Full Log tab. On the Dropoff Summary tab, write one row per step: step name, total reached, total completed, dropoff count, dropoff rate percentage. On the Re-Engage tab, write emails of contacts who reached step 3 but did not complete it.
The pattern: instead of 90 minutes in the API docs and a paste-and-flatten session, you describe the analysis you need and SheetXAI builds it into the workbook.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook, then ask it to pull your ActiveTrail automation log data. The ActiveTrail integration is included in every SheetXAI plan. For related workflows, see how to pull campaign performance into an Excel workbook or the ActiveTrail in Excel overview.