The Scenario
It's Thursday afternoon and one of your twelve client accounts just pinged to say their Instagram posts aren't going out. You log into their DotSimple workspace and check — account disconnected. Fine. But now you're wondering how many other client workspaces have disconnected accounts that nobody noticed yet. You manage all twelve. There's no cross-workspace view in DotSimple. You'd have to click into each one individually.
The bad version:
- Open each of the twelve DotSimple workspaces one at a time.
- Click into the connected accounts section, read off the status, and enter it into an Excel workbook by hand.
- Spend an hour producing a master list that was accurate at the moment you built it and wrong by Monday when the next disconnection happens.
You run a digital agency. Your job is to catch problems before clients do, not to build cross-workspace dashboards from scratch with copy-paste.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. Through its DotSimple integration, it can query the accounts list across your workspaces and write the results into a structured worksheet — without opening DotSimple twelve times.
Pull the DotSimple accounts list and paste account name, platform type, and status into the "Social Audit" Excel tab so I can spot any disconnected accounts.
What You Get
- The "Social Audit" worksheet populated with one row per social account.
- Columns: Account Name, Platform Type, Status — in the order you asked.
- All accounts returned — connected and disconnected — so nothing is hidden.
- If an account has no type or status field, that cell is blank but the row is still present.
What If the Data Is Not Quite Ready
I want to highlight disconnected accounts automatically
Pull all DotSimple connected social accounts and write account name, platform type, and connection status into the "Social Audit" worksheet. Then in a "Flag" column, mark any row where status is not "connected" with "Needs Attention."
I'm pulling from multiple workspaces and need a workspace column
For each of my DotSimple workspaces, pull the connected social accounts list and write workspace name, account name, platform type, and connection status into the "Master Accounts" worksheet. Include a workspace name column so I can tell which client each account belongs to.
I want to count connected vs. disconnected by platform
Pull all DotSimple connected social accounts and write account name, platform type, and connection status into the "Social Audit" worksheet. Then add a summary block below the table showing count of connected and disconnected accounts for each platform type.
Full multi-workspace pull + flag + summarize in one shot
Pull the connected social accounts list from all my DotSimple workspaces. Include workspace name, account name, platform type, and connection status. Flag any disconnected account with "Disconnected" in a new column. Sort by connection status so disconnected rows appear first. Add a summary row at the bottom counting total connected and total disconnected. Write everything into the "Agency Account Audit" worksheet.
The underlying principle: one prompt surfaces the full picture across all workspaces, so you're not doing twelve clicks to find one broken connection.
Try It
If you manage multiple DotSimple workspaces and need a single master view of account health, Get the 7-day free trial of SheetXAI and open an Excel workbook connected to your agency's DotSimple setup, then ask for the full accounts audit. You can also check out how to pull all posts for a content audit or return to the DotSimple integration overview.