The Scenario
The monthly marketing report is due Thursday. Your CMO wants the last 20 EmailOctopus campaigns in a slide deck — campaign name, send date, open rate, click rate, and total recipients. You've pulled this report manually every month for the last seven months: log into EmailOctopus, go to Campaigns, screenshot or copy each row, paste into an Excel workbook, calculate open rate from open count and recipient count because EmailOctopus doesn't give you a percentage directly, format the dates, fix the column headers. It takes about 45 minutes.
The bad version:
- Open EmailOctopus, navigate to the Campaigns list, click into each campaign to get the stats (the list view doesn't show click count), copy each number, tab back to the workbook, paste
- Realize you have 23 campaigns visible and aren't sure which 20 to include — oldest? most recent? best performing? — check with your manager, come back
- After building the table, notice two campaign names have special characters that broke the sorting in your workbook
Thursday is tomorrow.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It can query your EmailOctopus account and write campaign performance data directly into your workbook — in the format your report already expects.
List my most recent EmailOctopus campaigns and populate my Excel sheet with campaign name, send date, total recipients, opens, and clicks for a performance review
What You Get
- One row per campaign written to the workbook, starting at row 2
- Campaign name, status, send date, open count, click count in columns A through E
- Headers auto-written in row 1
- A total row or count in the sidebar summary so you know how many campaigns were returned
What If the Data Is Not Quite Ready
You need open rate and click rate as percentages, not raw counts
Fetch the last 20 EmailOctopus campaigns and write campaign name (column A), send date (column B), total recipients (column C), open count (column D), and click count (column E) to my Excel sheet. In column F, calculate open rate as open count divided by total recipients, formatted as a percentage.
Only certain campaign statuses should be included
Pull all EmailOctopus campaigns that have status 'sent' and write campaign name, send date, recipients, opens, and clicks to my Excel workbook. Skip any campaigns in draft or scheduled status.
The report compares this month to last month side by side
Fetch EmailOctopus campaigns from the last 30 days and write them to the 'This Month' worksheet — name in column A, send date in column B, opens in column C, clicks in column D. Then fetch campaigns from the 30 days before that and write them to the 'Last Month' worksheet in the same column layout.
Pull the stats, calculate performance, flag underperforming campaigns, and sort — all in one prompt
Fetch all sent EmailOctopus campaigns and write campaign name (A), send date (B), recipients (C), open count (D), click count (E) to my Excel workbook. In column F, calculate open rate as opens/recipients. In column G, write 'below average' if the open rate is less than 20%, otherwise leave blank. Sort the rows by send date descending.
The pattern is to ask for the data pull and the analysis logic together — you get a ready-to-present table, not raw numbers you still have to shape.
Try It
Get the 7-day free trial of SheetXAI and open your monthly report workbook, then ask it to pull the latest EmailOctopus campaign stats directly into it. You can also read how to export subscribers to an Excel workbook or check the full EmailOctopus integration overview.