The Scenario
The regulatory audit is next Tuesday. Your compliance manager has asked for a spreadsheet of every Heyy message template — name, channel, status, content — so she can check for banned promotional language before the auditors arrive. There are 40 templates. You've never exported them before, and the Heyy UI doesn't have a bulk export button.
The bad version:
- Open Heyy's template library, click into template one, copy the name, channel, and content into your workbook row by row
- Repeat 40 times while hoping you don't skip one because the list wraps across multiple pages
- Hand the workbook to your compliance manager, who immediately asks whether it includes draft templates — and you realize you have no idea if Heyy showed you drafts or only published ones
The template export is a data pull. The compliance manager's job is to review the data. Your job is to give her the complete picture — not to spend three hours clicking through a UI to assemble it.
The Easy Way: One Prompt in SheetXAI
SheetXAI lives inside your Excel workbook and talks to the Heyy API directly. It fetches the full template list and writes every field into the workbook in one shot.
Fetch all Heyy message templates and write TemplateName, Channel, Status, and Content into my 'Template Audit' sheet — one template per row; then flag any template in column D whose content contains words from the banned-phrases list in column A of my 'Compliance Rules' sheet by writing 'REVIEW' in column E
What You Get
- One row per template with name in column A, channel in column B, status in column C, content in column D
- Column E shows 'REVIEW' for any template whose content matches a banned phrase from your compliance rules sheet
- Templates with no compliance flags leave column E blank
- All paginated results are fetched — nothing missed because of page size limits
What If the Data Is Not Quite Ready
Banned-phrases list is a comma-separated string, not a column
Your 'Compliance Rules' sheet has a single cell with banned terms separated by commas.
Fetch all Heyy message templates and write their details into my 'Template Audit' sheet; treat the comma-separated values in cell A1 of my 'Compliance Rules' sheet as the banned-phrase list and flag any template whose content contains any of those terms with 'REVIEW' in column E
You need to separate active from archived templates
The compliance manager wants active templates flagged for content — archived ones should still appear but be clearly categorized.
Fetch all Heyy message templates and write TemplateName, Channel, Status, and Content into my 'Template Audit' sheet; write 'ARCHIVED' in column E for archived templates, and for active templates check content against the banned phrases in 'Compliance Rules' sheet and write 'REVIEW' or 'PASS' in column E
Template content is too long to read comfortably in a cell
Long template bodies are getting cut off in column D. You need the full text visible.
Fetch all Heyy message templates and write TemplateName, Channel, Status, and full Content into my 'Template Audit' sheet — wrap text in column D and auto-fit row heights so the full content is visible — then flag compliance issues in column E
Full audit package in one pass
You need the complete template export, compliance flags, a count of flagged items, and a second worksheet with only the flagged rows — all ready before the Tuesday meeting.
Fetch all Heyy message templates, write all fields to 'Template Audit' sheet, flag banned-phrase matches in column E as 'REVIEW', add a summary row at the bottom showing the count of flagged templates, then copy all 'REVIEW' rows to a second sheet called 'Flagged for Review'
One prompt builds the entire audit artifact.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask it to fetch your Heyy message templates and run compliance checks against your banned-phrases list. The whole export and review setup takes one prompt. See also: Create Heyy custom attributes from a spec sheet and the Heyy integration overview.