The Scenario
You're three days out from your monthly board meeting and your lifecycle marketer needs channel performance data: delivery rate, open rate, and click rate for the last 500 email sends, broken out by campaign. Right now that data lives in Customer.io's Reports section — visible in the UI, not downloadable in the format the board deck needs. You need it in an Excel workbook so you can calculate the metrics, build the chart, and hand it off by end of week.
The bad version:
- Log into Customer.io, open Reporting, filter to the last 30 days, note the aggregate numbers.
- Realize the board wants per-campaign breakdown, not aggregates, and the UI doesn't export that directly.
- Spend an hour clicking through individual campaign reports, copying numbers into your workbook row by row.
The chart needs to be in the deck by Friday. You have other slides to build.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your workbook structure and, through its Customer.io integration, can pull delivery log data programmatically — populating the table your board deck needs without manual clicks.
Export Customer.io message delivery data for the past 30 days into my Excel sheet with columns for message ID, type, status, sent date, and whether it was opened
What You Get
- Customer.io's message delivery log is fetched and written into your workbook with one row per message.
- Columns populate: message ID, message type, delivery status, sent date, and an opened flag.
- Row 1 gets a header row if the worksheet is empty, so the data is immediately pivot-ready.
- 30 days of records come through in one call — no clicking through pages of the UI.
What If the Data Is Not Quite Ready
I only want messages from specific campaigns, not everything from the last 30 days
Pull Customer.io message delivery data only for campaigns whose names contain "onboarding" or "re-engagement" from the past 30 days, and write delivery ID, recipient email, campaign name, sent timestamp, opened, and clicked into my Excel workbook starting at row 2
I need to calculate open rate and click rate by campaign in the same operation
Fetch the last 500 Customer.io email deliveries and write them into a "Raw Data" worksheet. Then on a "Summary" worksheet, calculate open rate and click rate grouped by campaign name and write the summary table there.
The board wants only messages that were delivered but not opened — a candidate re-send list
Pull the last 500 Customer.io email deliveries, filter to rows where the delivery status is "delivered" and the opened flag is 0, and write only those rows into my Excel workbook with recipient email, campaign name, and sent timestamp
Fetch delivery data, calculate metrics, flag underperforming campaigns, and format for the board deck in one shot
Pull 30 days of Customer.io email delivery data, group by campaign name, calculate delivery rate and open rate for each, highlight in red any campaign with an open rate below 15%, and write the summary table to my "Board Report" worksheet starting at row 3
Asking for the data pull and the metric calculation together means the board worksheet is ready before you start on the other slides.
Try It
Get the 7-day free trial of SheetXAI and open a blank workbook or your existing reporting template, then ask it to pull the Customer.io delivery data you need for the report. You can also look at exporting segment membership or the full Customer.io overview.