The Scenario
You're an account manager at a LinkedIn outreach agency. You manage 15 client LinkedIn accounts connected to HeyReach. At the start of every month, each client gets a capacity report: sender account name, connection count, LinkedIn profile URL, and any available activity stats. Your agency's SLA says this goes out by the 3rd of the month.
It's the 1st. You've done this report twice before. Each time you clicked through every account in HeyReach, read the stats, and entered them into your Excel workbook by hand. Fifteen accounts, four fields each, about 20 minutes of your morning. That's 20 minutes you now know is fully automatable, because you've done it identically both times.
The bad version:
- Navigate to the LinkedIn Accounts panel in HeyReach, click the first account, and manually type its name and connection count into your workbook.
- Repeat for all 15 accounts, keeping the row order consistent with last month's report so nothing gets mis-attributed.
- Cross-check that none of the accounts are missing — the panel doesn't alert you if an account disconnected since last month.
The data is in HeyReach. The workbook is open. There is no good reason for a human to be the bridge between them.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, understands what you're building, and through its built-in HeyReach integration it can pull the full list of connected LinkedIn sender accounts and write their details to your workbook.
Fetch all HeyReach LinkedIn accounts and write their details into my Excel 'Sender Accounts' sheet — include account ID, name, and any available engagement stats
What You Get
- All 15 sender accounts arrive in the 'Sender Accounts' worksheet with account ID, name, profile URL, connection count, and any available activity metrics.
- The data is current as of the moment you run the prompt.
- You can ask for a date stamp or client name mapping in the same prompt or as an immediate follow-up.
What If the Data Is Not Quite Ready
You need to append this month's data without overwriting last month's
You're building a month-over-month history. Each run should add rows below the previous month's data.
Pull all LinkedIn accounts connected to HeyReach and append their account ID, name, profile URL, and connection count to the bottom of my 'Sender Accounts' worksheet — add today's date in column E for each row — do not overwrite existing rows
You need to map accounts to client names from a reference worksheet
Your 'Client Map' worksheet has LinkedIn profile URLs in column A and client names in column B. You want the client name to appear in the capacity report.
Fetch all HeyReach LinkedIn accounts and write account ID, name, profile URL, and connection count into 'Sender Accounts' — look up the profile URL in column A of my 'Client Map' worksheet and add the client name from column B into column E
You want to flag accounts that appear to have disconnected
If an account that was in last month's report doesn't appear in this month's pull, you want to know immediately.
Fetch all HeyReach LinkedIn accounts and write their details into 'Sender Accounts' — then check column A of the 'Previous Month' worksheet and flag in column F any accounts from that list that don't appear in this month's pull, as 'Disconnected?'
Pull accounts, map to clients, calculate capacity tier, flag disconnected — in one pass
Fetch all HeyReach LinkedIn accounts — write account ID, name, profile URL, and connection count into 'Sender Accounts' — map client names from 'Client Map' column A and B into column E — add a column F: if connection count is under 200, write 'Limited Capacity', otherwise write 'Active' — flag any account from 'Previous Month' column A that doesn't appear in this pull as 'Disconnected?' in column G
One prompt, one report, ready to send to all 15 clients before lunch on the 1st.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where you track your HeyReach sender accounts by client. Ask it to pull the full account directory, map it to your client roster, and flag any disconnected accounts automatically. See also how to export campaign performance stats or view the full HeyReach integration overview.